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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
1826
$492K ﹤0.01%
15,603
-12
1827
$492K ﹤0.01%
35,154
-3,534
1828
$492K ﹤0.01%
4,172
+202
1829
$491K ﹤0.01%
4,851
-117
1830
$490K ﹤0.01%
14,327
-2,288
1831
$488K ﹤0.01%
15,400
+1,400
1832
$487K ﹤0.01%
37,836
-630
1833
$487K ﹤0.01%
30,972
+790
1834
$487K ﹤0.01%
19,968
+19,508
1835
$485K ﹤0.01%
6,431
-908
1836
$484K ﹤0.01%
+5,101
1837
$483K ﹤0.01%
14,065
-142
1838
$482K ﹤0.01%
7,453
-36
1839
$482K ﹤0.01%
5,716
-452
1840
$482K ﹤0.01%
15,818
+1,861
1841
$482K ﹤0.01%
5,166
-643
1842
$482K ﹤0.01%
2,263
-2,053
1843
$481K ﹤0.01%
9,034
-2,787
1844
$481K ﹤0.01%
4,743
-263
1845
$481K ﹤0.01%
15,959
+15,914
1846
$479K ﹤0.01%
1,842
-335
1847
$479K ﹤0.01%
4,845
+619
1848
$478K ﹤0.01%
34,348
+33,688
1849
$477K ﹤0.01%
7,817
-529
1850
$477K ﹤0.01%
+26,875
72 73
74
75 76