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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
1976
$400K ﹤0.01%
15,475
-65
1977
$399K ﹤0.01%
19,787
+5,027
1978
$398K ﹤0.01%
18,097
+2,673
1979
$398K ﹤0.01%
8,154
+485
1980
$398K ﹤0.01%
3,777
+1,027
1981
$397K ﹤0.01%
5,245
-161
1982
$397K ﹤0.01%
5,410
1983
$397K ﹤0.01%
2,572
+60
1984
$395K ﹤0.01%
776
+43
1985
$395K ﹤0.01%
15,432
+7,432
1986
$395K ﹤0.01%
71,862
+71,221
1987
$394K ﹤0.01%
9,749
-227
1988
$394K ﹤0.01%
12,200
1989
$393K ﹤0.01%
3,506
+2,591
1990
$393K ﹤0.01%
+56,000
1991
$392K ﹤0.01%
30,214
+435
1992
$391K ﹤0.01%
4,681
-460
1993
$390K ﹤0.01%
8,260
-5,874
1994
$389K ﹤0.01%
4,004
+3,208
1995
$388K ﹤0.01%
17,881
+9,584
1996
$388K ﹤0.01%
9,468
+9,219
1997
$387K ﹤0.01%
10,688
+519
1998
$386K ﹤0.01%
7,251
-400
1999
$386K ﹤0.01%
3,693
-16
2000
$385K ﹤0.01%
5,652
+207
78 79
80
81 82