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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
2151
$310K ﹤0.01%
59,578
+16,492
2152
$310K ﹤0.01%
21,099
+9,522
2153
$309K ﹤0.01%
528
+362
2154
$309K ﹤0.01%
+10,952
2155
$309K ﹤0.01%
5,475
+62
2156
$309K ﹤0.01%
13,837
-258
2157
$308K ﹤0.01%
8,749
-3,171
2158
$308K ﹤0.01%
10,620
-379
2159
$308K ﹤0.01%
10,997
-2,286
2160
$308K ﹤0.01%
4,986
+3,268
2161
$307K ﹤0.01%
1,669
2162
$307K ﹤0.01%
12,773
+12,005
2163
$307K ﹤0.01%
8,149
+6,334
2164
$306K ﹤0.01%
3,057
-32
2165
$306K ﹤0.01%
16,843
-343
2166
$305K ﹤0.01%
4,739
2167
$305K ﹤0.01%
8,644
+6,185
2168
$305K ﹤0.01%
3,312
-78
2169
$304K ﹤0.01%
24,399
-13,590
2170
$304K ﹤0.01%
23,031
-652
2171
$304K ﹤0.01%
5,874
-9,456
2172
$303K ﹤0.01%
18,742
+4,637
2173
$302K ﹤0.01%
12,968
-2,417
2174
$301K ﹤0.01%
6,547
-378
2175
$300K ﹤0.01%
26,296
+1,350
85 86
87
88 89