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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
2076
$344K ﹤0.01%
6,404
+574
2077
$343K ﹤0.01%
7,408
-433
2078
$342K ﹤0.01%
5,934
-72
2079
$342K ﹤0.01%
2,981
-604
2080
$342K ﹤0.01%
5,732
-293
2081
$342K ﹤0.01%
12,095
+4
2082
$341K ﹤0.01%
4,212
+2,808
2083
$341K ﹤0.01%
5,121
-294
2084
$341K ﹤0.01%
17,153
+900
2085
$341K ﹤0.01%
7,328
-502
2086
$340K ﹤0.01%
4,267
+161
2087
$340K ﹤0.01%
9,417
-776
2088
$339K ﹤0.01%
48,300
-1,520
2089
$338K ﹤0.01%
1,954
-149
2090
$337K ﹤0.01%
5,092
+5,026
2091
$337K ﹤0.01%
8,000
+200
2092
$337K ﹤0.01%
6,266
-285
2093
$336K ﹤0.01%
6,681
-8,094
2094
$336K ﹤0.01%
11,279
+7,255
2095
$336K ﹤0.01%
5,303
-174
2096
$335K ﹤0.01%
7,621
+6,170
2097
$335K ﹤0.01%
+5,490
2098
$334K ﹤0.01%
2,527
-66
2099
$334K ﹤0.01%
7,766
+999
2100
$334K ﹤0.01%
25,571
+1,696
82 83
84
85 86