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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
2201
$287K ﹤0.01%
24,686
2202
$286K ﹤0.01%
20,339
+600
2203
$286K ﹤0.01%
12,493
+10,821
2204
$285K ﹤0.01%
+6,994
2205
$284K ﹤0.01%
1,400
-30
2206
$284K ﹤0.01%
2,071
+108
2207
$284K ﹤0.01%
170
2208
$284K ﹤0.01%
5,424
-250
2209
$284K ﹤0.01%
25,907
2210
$283K ﹤0.01%
5,621
-2,199
2211
$283K ﹤0.01%
12,881
+2,684
2212
$283K ﹤0.01%
21,500
2213
$281K ﹤0.01%
9,326
+3,816
2214
$281K ﹤0.01%
21,067
2215
$280K ﹤0.01%
81,540
-912
2216
$280K ﹤0.01%
3,763
-72
2217
$280K ﹤0.01%
13,485
+304
2218
$279K ﹤0.01%
6,494
+96
2219
$278K ﹤0.01%
+4,156
2220
$278K ﹤0.01%
7,852
+7,629
2221
$277K ﹤0.01%
8,181
-73
2222
$277K ﹤0.01%
+2,143
2223
$277K ﹤0.01%
5,944
+212
2224
$276K ﹤0.01%
24,637
-2,167
2225
$276K ﹤0.01%
12,806
+206
87 88
89
90 91