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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
1876
$459K ﹤0.01%
18,568
-928
1877
$458K ﹤0.01%
18,724
+131
1878
$458K ﹤0.01%
12,817
-418
1879
$457K ﹤0.01%
306
-146
1880
$457K ﹤0.01%
131,957
-2,480
1881
$456K ﹤0.01%
5,148
-956
1882
$455K ﹤0.01%
1,085
-172
1883
$455K ﹤0.01%
2,738
+239
1884
$454K ﹤0.01%
6,159
-145
1885
$454K ﹤0.01%
10,369
+1,500
1886
$453K ﹤0.01%
4,611
-10,590
1887
$453K ﹤0.01%
43,592
+12,915
1888
$453K ﹤0.01%
5,731
+2,039
1889
$452K ﹤0.01%
+3,139
1890
$452K ﹤0.01%
10,961
-14,483
1891
$452K ﹤0.01%
12,386
-25
1892
$451K ﹤0.01%
+10,850
1893
$450K ﹤0.01%
12,094
-2,109
1894
$450K ﹤0.01%
+10,254
1895
$450K ﹤0.01%
5,495
-75
1896
$450K ﹤0.01%
5,781
+341
1897
$450K ﹤0.01%
+12,664
1898
$448K ﹤0.01%
+7,224
1899
$448K ﹤0.01%
34,302
+34,054
1900
$447K ﹤0.01%
1,626
+515
74 75
76
77 78