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NewEdge Advisors Portfolio holdings

AUM $27.7B
1-Year Est. Return 23.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22B
AUM Growth
+$2.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,282
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$59.5M
3
+$55.2M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$52.4M
5
QCOM icon
Qualcomm
QCOM
+$41.3M

Top Sells

1
+$54.8M
2
+$36.9M
3
+$36M
4
SNY icon
Sanofi
SNY
+$32.2M
5
AAPL icon
Apple
AAPL
+$23.5M

Sector Composition

1 Technology 15.23%
2 Financials 6.81%
3 Consumer Discretionary 4.31%
4 Communication Services 3.48%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$607K ﹤0.01%
7,747
-167
1702
$607K ﹤0.01%
4,528
-22,255
1703
$606K ﹤0.01%
90,245
-4,300
1704
$605K ﹤0.01%
19,248
+19
1705
$605K ﹤0.01%
22,392
-7,892
1706
$604K ﹤0.01%
11,815
+2,843
1707
$603K ﹤0.01%
14,875
-870
1708
$603K ﹤0.01%
6,338
+783
1709
$601K ﹤0.01%
16,913
+1,340
1710
$598K ﹤0.01%
313
+20
1711
$595K ﹤0.01%
6,574
-702
1712
$595K ﹤0.01%
78,362
+2,827
1713
$594K ﹤0.01%
18,610
+619
1714
$594K ﹤0.01%
12,048
-2,315
1715
$592K ﹤0.01%
+33,451
1716
$590K ﹤0.01%
+13,570
1717
$588K ﹤0.01%
5,111
+4,630
1718
$588K ﹤0.01%
6,554
+5,806
1719
$587K ﹤0.01%
1,360
+106
1720
$587K ﹤0.01%
4,621
1721
$586K ﹤0.01%
6,200
1722
$586K ﹤0.01%
10,715
-1,409
1723
$585K ﹤0.01%
65,175
+660
1724
$582K ﹤0.01%
5,812
+42
1725
$582K ﹤0.01%
64,121
+168
67 68
69
70 71