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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
2251
$266K ﹤0.01%
6,410
2252
$265K ﹤0.01%
4,690
-2,272
2253
$265K ﹤0.01%
19,350
-2,012
2254
$264K ﹤0.01%
14,180
+13,080
2255
$264K ﹤0.01%
3,019
+86
2256
$262K ﹤0.01%
5,634
+4,307
2257
$262K ﹤0.01%
7,133
-194
2258
$261K ﹤0.01%
4,762
+135
2259
$261K ﹤0.01%
2,011
+50
2260
$261K ﹤0.01%
11,291
+1,251
2261
$260K ﹤0.01%
15,332
+5,041
2262
$260K ﹤0.01%
16,050
+961
2263
$260K ﹤0.01%
4,154
-221
2264
$260K ﹤0.01%
1,755
+1,596
2265
$260K ﹤0.01%
8,017
2266
$260K ﹤0.01%
8,477
2267
$260K ﹤0.01%
13,410
-93
2268
$260K ﹤0.01%
+19,900
2269
$260K ﹤0.01%
+14,169
2270
$259K ﹤0.01%
19,398
+1,503
2271
$258K ﹤0.01%
3,094
-32,032
2272
$257K ﹤0.01%
14,122
-1,441
2273
$255K ﹤0.01%
3,415
2274
$255K ﹤0.01%
+15,670
2275
$255K ﹤0.01%
+2,533
89 90
91
92 93