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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
2226
$275K ﹤0.01%
23,725
+249
2227
$275K ﹤0.01%
8,358
2228
$275K ﹤0.01%
2,460
+3
2229
$275K ﹤0.01%
16,255
-560
2230
$274K ﹤0.01%
12,730
-600
2231
$274K ﹤0.01%
8,159
+7,896
2232
$274K ﹤0.01%
2,779
+2,018
2233
$274K ﹤0.01%
6,112
+5,450
2234
$273K ﹤0.01%
5,212
+982
2235
$272K ﹤0.01%
31,281
+18,057
2236
$272K ﹤0.01%
21,839
+11,512
2237
$272K ﹤0.01%
+23,048
2238
$271K ﹤0.01%
2,898
-1
2239
$271K ﹤0.01%
8,295
+630
2240
$271K ﹤0.01%
4,576
+2,041
2241
$270K ﹤0.01%
7,652
+7,447
2242
$269K ﹤0.01%
16,749
-561
2243
$268K ﹤0.01%
+2,247
2244
$268K ﹤0.01%
23,161
+8,294
2245
$268K ﹤0.01%
19,376
-250
2246
$268K ﹤0.01%
+6,935
2247
$267K ﹤0.01%
+2,183
2248
$267K ﹤0.01%
26,555
+7,296
2249
$267K ﹤0.01%
27,372
-3,709
2250
$267K ﹤0.01%
9,921
88 89
90
91 92