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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
2176
$299K ﹤0.01%
3,563
-53
2177
$299K ﹤0.01%
15,794
-1,081
2178
$298K ﹤0.01%
24,539
-8,315
2179
$296K ﹤0.01%
25,885
-615
2180
$295K ﹤0.01%
5,820
-559
2181
$295K ﹤0.01%
32,863
+7,700
2182
$295K ﹤0.01%
2,914
-58
2183
$295K ﹤0.01%
9,491
-2,263
2184
$295K ﹤0.01%
+12,442
2185
$295K ﹤0.01%
2,226
+1,547
2186
$294K ﹤0.01%
61,421
-4,279
2187
$293K ﹤0.01%
4,755
+3,729
2188
$293K ﹤0.01%
+15,880
2189
$292K ﹤0.01%
3,073
+338
2190
$291K ﹤0.01%
1,474
+12
2191
$290K ﹤0.01%
29,216
+9,902
2192
$290K ﹤0.01%
14,015
+1,529
2193
$290K ﹤0.01%
+53,460
2194
$289K ﹤0.01%
16,045
+1,717
2195
$289K ﹤0.01%
24,128
-302
2196
$289K ﹤0.01%
46,119
+18,525
2197
$288K ﹤0.01%
9,548
-52
2198
$288K ﹤0.01%
6,745
+5,345
2199
$288K ﹤0.01%
895
-694
2200
$288K ﹤0.01%
16,455
-8,763
86 87
88
89 90