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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
1901
$446K ﹤0.01%
42,698
+15,742
1902
$445K ﹤0.01%
23,861
+23,595
1903
$444K ﹤0.01%
26,113
+11,462
1904
$444K ﹤0.01%
+10,960
1905
$443K ﹤0.01%
6,970
+1,569
1906
$442K ﹤0.01%
1,536
-68
1907
$442K ﹤0.01%
7,114
+2,306
1908
$441K ﹤0.01%
6,403
-287
1909
$440K ﹤0.01%
10,180
-18
1910
$439K ﹤0.01%
140,600
-12,650
1911
$438K ﹤0.01%
7,458
+236
1912
$437K ﹤0.01%
8,631
-9,966
1913
$436K ﹤0.01%
16,608
-1,147
1914
$436K ﹤0.01%
5,161
-411
1915
$436K ﹤0.01%
43,070
+20,000
1916
$436K ﹤0.01%
2,276
+1,403
1917
$435K ﹤0.01%
7,574
-1,696
1918
$435K ﹤0.01%
+60,101
1919
$435K ﹤0.01%
5,558
-988
1920
$432K ﹤0.01%
9,627
+77
1921
$432K ﹤0.01%
12,575
+1,766
1922
$432K ﹤0.01%
15,427
+5,307
1923
$431K ﹤0.01%
57,258
+3,928
1924
$431K ﹤0.01%
11,092
-4,031
1925
$431K ﹤0.01%
+10,310
75 76
77
78 79