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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
2351
$227K ﹤0.01%
10,500
2352
$227K ﹤0.01%
33,931
+8,092
2353
$226K ﹤0.01%
+34,565
2354
$226K ﹤0.01%
9,843
+9,300
2355
$226K ﹤0.01%
1,463
-1
2356
$226K ﹤0.01%
4,607
+4,288
2357
$226K ﹤0.01%
7,450
-238
2358
$226K ﹤0.01%
3,241
2359
$225K ﹤0.01%
9,254
-9,666
2360
$224K ﹤0.01%
+10,700
2361
$223K ﹤0.01%
5,532
+5,031
2362
$223K ﹤0.01%
15,750
-1,000
2363
$223K ﹤0.01%
6,411
+100
2364
$222K ﹤0.01%
4,517
-487
2365
$221K ﹤0.01%
14,270
+4,032
2366
$220K ﹤0.01%
+5,000
2367
$219K ﹤0.01%
+6,106
2368
$218K ﹤0.01%
42,442
-163
2369
$218K ﹤0.01%
6,017
-442
2370
$216K ﹤0.01%
+4,310
2371
$216K ﹤0.01%
+5,259
2372
$216K ﹤0.01%
1,238
+1,220
2373
$215K ﹤0.01%
+4,399
2374
$215K ﹤0.01%
+4,823
2375
$215K ﹤0.01%
9,178
+188
93 94
95
96 97