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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
2326
$233K ﹤0.01%
18,901
+2,147
2327
$233K ﹤0.01%
9,381
-8,910
2328
$232K ﹤0.01%
26,114
+9,800
2329
$232K ﹤0.01%
1,904
+1,816
2330
$232K ﹤0.01%
10,881
2331
$232K ﹤0.01%
12,106
+10,087
2332
$232K ﹤0.01%
+6,075
2333
$231K ﹤0.01%
6,379
+6,245
2334
$231K ﹤0.01%
+3,515
2335
$231K ﹤0.01%
3,899
2336
$231K ﹤0.01%
24,100
+200
2337
$231K ﹤0.01%
+1,775
2338
$230K ﹤0.01%
36,628
-4,861
2339
$230K ﹤0.01%
2,728
-16
2340
$230K ﹤0.01%
2,560
-45
2341
$230K ﹤0.01%
21,621
2342
$229K ﹤0.01%
7,112
-2,740
2343
$229K ﹤0.01%
10,469
+10,396
2344
$229K ﹤0.01%
8,273
+7,878
2345
$229K ﹤0.01%
14,290
+13,224
2346
$229K ﹤0.01%
5,052
-43,967
2347
$229K ﹤0.01%
+11,530
2348
$228K ﹤0.01%
1,209
-78
2349
$228K ﹤0.01%
4,633
2350
$228K ﹤0.01%
15,168
92 93
94
95 96