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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
1926
$430K ﹤0.01%
15,063
+2,096
1927
$429K ﹤0.01%
3,239
+115
1928
$428K ﹤0.01%
7,479
+275
1929
$428K ﹤0.01%
15,277
-3,578
1930
$427K ﹤0.01%
10,340
-31
1931
$427K ﹤0.01%
+5,522
1932
$427K ﹤0.01%
18,868
-1,700
1933
$425K ﹤0.01%
31,740
+10,640
1934
$425K ﹤0.01%
16,660
+8,153
1935
$423K ﹤0.01%
31,507
-79,367
1936
$422K ﹤0.01%
9,418
+8,128
1937
$422K ﹤0.01%
12,403
+6,574
1938
$422K ﹤0.01%
11,694
-71
1939
$421K ﹤0.01%
27,040
+300
1940
$420K ﹤0.01%
1,870
+336
1941
$420K ﹤0.01%
3,399
+556
1942
$419K ﹤0.01%
15,143
+81
1943
$419K ﹤0.01%
1,310
-44
1944
$419K ﹤0.01%
16,878
+76
1945
$417K ﹤0.01%
26,882
-7,308
1946
$417K ﹤0.01%
79,066
+4,458
1947
$417K ﹤0.01%
7,092
+373
1948
$417K ﹤0.01%
20,600
+11
1949
$416K ﹤0.01%
18,478
-3,454
1950
$416K ﹤0.01%
15,000
76 77
78
79 80