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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
2301
$245K ﹤0.01%
786
-1,914
2302
$244K ﹤0.01%
4,413
-499
2303
$244K ﹤0.01%
+3,666
2304
$244K ﹤0.01%
1,173
+1,094
2305
$243K ﹤0.01%
16,604
-61
2306
$242K ﹤0.01%
1,236
+1,213
2307
$242K ﹤0.01%
15,606
+14,901
2308
$241K ﹤0.01%
57,744
+55,004
2309
$241K ﹤0.01%
20,270
2310
$240K ﹤0.01%
+19,355
2311
$240K ﹤0.01%
1,816
-3
2312
$240K ﹤0.01%
4,955
2313
$240K ﹤0.01%
9,700
2314
$238K ﹤0.01%
16,200
-300
2315
$238K ﹤0.01%
16,100
+724
2316
$238K ﹤0.01%
609
-1,404
2317
$236K ﹤0.01%
1,950
2318
$236K ﹤0.01%
19,700
+1,100
2319
$236K ﹤0.01%
5,164
-86
2320
$235K ﹤0.01%
4,100
+3,736
2321
$234K ﹤0.01%
+4,923
2322
$234K ﹤0.01%
2,772
+2,685
2323
$233K ﹤0.01%
6,011
+536
2324
$233K ﹤0.01%
23,259
-577
2325
$233K ﹤0.01%
5,413
-1,119
91 92
93
94 95