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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
1951
$416K ﹤0.01%
3,317
-219
1952
$415K ﹤0.01%
8,491
-600
1953
$415K ﹤0.01%
5,926
+4,237
1954
$414K ﹤0.01%
5,363
+860
1955
$413K ﹤0.01%
11,700
+1,302
1956
$413K ﹤0.01%
+15,474
1957
$413K ﹤0.01%
1,955
-43
1958
$413K ﹤0.01%
3,251
1959
$412K ﹤0.01%
122,382
-1,100
1960
$412K ﹤0.01%
5,474
+4,874
1961
$411K ﹤0.01%
4,092
+58
1962
$409K ﹤0.01%
3,140
+340
1963
$409K ﹤0.01%
19,470
+403
1964
$409K ﹤0.01%
47,100
-1,000
1965
$408K ﹤0.01%
1,492
-113
1966
$408K ﹤0.01%
17,551
+17,042
1967
$407K ﹤0.01%
2,853
+301
1968
$406K ﹤0.01%
5,003
+2,345
1969
$406K ﹤0.01%
18,502
+15,902
1970
$405K ﹤0.01%
17,122
-4,637
1971
$405K ﹤0.01%
10,332
+9,852
1972
$405K ﹤0.01%
23,176
+20,728
1973
$405K ﹤0.01%
10,585
+7,287
1974
$404K ﹤0.01%
8,831
+7,402
1975
$402K ﹤0.01%
28,219
+1,311
77 78
79
80 81