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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
2401
$205K ﹤0.01%
7,671
2402
$205K ﹤0.01%
21,985
+2,261
2403
$203K ﹤0.01%
4,740
-1,927
2404
$203K ﹤0.01%
4,781
+4,780
2405
$202K ﹤0.01%
+19,650
2406
$201K ﹤0.01%
16,213
+108
2407
$201K ﹤0.01%
16,598
+2,211
2408
$201K ﹤0.01%
14,422
+13,622
2409
$200K ﹤0.01%
1,498
+276
2410
$200K ﹤0.01%
43,171
+20,830
2411
$197K ﹤0.01%
34,232
+20,799
2412
$195K ﹤0.01%
2,250
-1,300
2413
$195K ﹤0.01%
50,845
-2,372
2414
$194K ﹤0.01%
28,360
+10,442
2415
$194K ﹤0.01%
+18,331
2416
$193K ﹤0.01%
10,350
+1,000
2417
$193K ﹤0.01%
1,497
-35
2418
$193K ﹤0.01%
14,787
+1,815
2419
$191K ﹤0.01%
27,241
+5,762
2420
$191K ﹤0.01%
5,275
2421
$189K ﹤0.01%
10,226
+53
2422
$188K ﹤0.01%
95,665
+2,700
2423
$187K ﹤0.01%
18,130
+17,300
2424
$187K ﹤0.01%
+1,515
2425
$186K ﹤0.01%
+2,229
95 96
97
98 99