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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
2051
$358K ﹤0.01%
12,984
+330
2052
$356K ﹤0.01%
18,584
+3,536
2053
$356K ﹤0.01%
6,775
-1,000
2054
$355K ﹤0.01%
+24,023
2055
$354K ﹤0.01%
7,080
-8
2056
$353K ﹤0.01%
20,780
+10,578
2057
$353K ﹤0.01%
2,194
-164
2058
$353K ﹤0.01%
32,711
+9,506
2059
$352K ﹤0.01%
10,465
+84
2060
$351K ﹤0.01%
5,419
+296
2061
$351K ﹤0.01%
9,840
+250
2062
$351K ﹤0.01%
12,352
2063
$350K ﹤0.01%
14,335
+4
2064
$350K ﹤0.01%
7,737
+614
2065
$350K ﹤0.01%
+12,039
2066
$349K ﹤0.01%
20,182
+642
2067
$348K ﹤0.01%
19,832
+19,165
2068
$348K ﹤0.01%
9,432
2069
$348K ﹤0.01%
7,131
-2,607
2070
$348K ﹤0.01%
10,233
+9,067
2071
$347K ﹤0.01%
5,748
+100
2072
$347K ﹤0.01%
93,180
+60,480
2073
$347K ﹤0.01%
97,630
+63,000
2074
$345K ﹤0.01%
13,173
-1,812
2075
$345K ﹤0.01%
14,895
+2,623
81 82
83
84 85