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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
2376
$214K ﹤0.01%
18,506
+82
2377
$214K ﹤0.01%
8,005
2378
$213K ﹤0.01%
19,179
2379
$213K ﹤0.01%
+17,729
2380
$212K ﹤0.01%
22,338
+18,338
2381
$212K ﹤0.01%
+2,709
2382
$212K ﹤0.01%
14,158
+106
2383
$211K ﹤0.01%
+11,654
2384
$211K ﹤0.01%
1,205
+1,149
2385
$211K ﹤0.01%
+21,900
2386
$211K ﹤0.01%
4,136
-4,661
2387
$209K ﹤0.01%
+7,655
2388
$209K ﹤0.01%
3,397
+2,969
2389
$209K ﹤0.01%
17,604
2390
$208K ﹤0.01%
+8,272
2391
$208K ﹤0.01%
4,186
-120
2392
$208K ﹤0.01%
17,300
+1,100
2393
$208K ﹤0.01%
+4,630
2394
$208K ﹤0.01%
25,000
2395
$208K ﹤0.01%
8,100
-1,630
2396
$208K ﹤0.01%
4,198
2397
$208K ﹤0.01%
34,406
+13
2398
$206K ﹤0.01%
472
+1
2399
$206K ﹤0.01%
47,279
-9,228
2400
$205K ﹤0.01%
+1,955
94 95
96
97 98