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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
2276
$255K ﹤0.01%
8,823
+187
2277
$255K ﹤0.01%
20,400
+7,722
2278
$255K ﹤0.01%
17,509
+17,193
2279
$254K ﹤0.01%
10,813
-1,619
2280
$253K ﹤0.01%
56,064
-14,764
2281
$253K ﹤0.01%
5,118
+9
2282
$253K ﹤0.01%
7,656
-5,794
2283
$252K ﹤0.01%
68,400
-7,000
2284
$252K ﹤0.01%
593
+468
2285
$252K ﹤0.01%
3,965
2286
$251K ﹤0.01%
+13,290
2287
$251K ﹤0.01%
4,827
-20,413
2288
$251K ﹤0.01%
7,298
+1,051
2289
$250K ﹤0.01%
3,194
+219
2290
$250K ﹤0.01%
1,053
+32
2291
$249K ﹤0.01%
9,222
+8,090
2292
$249K ﹤0.01%
10,300
2293
$249K ﹤0.01%
1,986
+393
2294
$247K ﹤0.01%
5,019
+4,658
2295
$247K ﹤0.01%
581
-76
2296
$246K ﹤0.01%
+19,562
2297
$246K ﹤0.01%
11,013
+10,048
2298
$245K ﹤0.01%
3,033
+2,733
2299
$245K ﹤0.01%
7,075
-5,500
2300
$245K ﹤0.01%
6,403
+6,099
90 91
92
93 94