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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
2426
$185K ﹤0.01%
15,415
+500
2427
$185K ﹤0.01%
4,023
2428
$183K ﹤0.01%
18,230
-2,136
2429
$183K ﹤0.01%
27,768
-2,713
2430
$181K ﹤0.01%
7,449
-38,721
2431
$180K ﹤0.01%
+2,582
2432
$180K ﹤0.01%
7,149
-3
2433
$178K ﹤0.01%
21,684
+19,684
2434
$178K ﹤0.01%
2,860
+2,320
2435
$178K ﹤0.01%
13,565
+12,722
2436
$177K ﹤0.01%
18,315
2437
$176K ﹤0.01%
+41,816
2438
$175K ﹤0.01%
36,860
-18
2439
$174K ﹤0.01%
13,001
-1,200
2440
$173K ﹤0.01%
5,556
2441
$173K ﹤0.01%
3,580
+184
2442
$172K ﹤0.01%
965
-2,976
2443
$172K ﹤0.01%
5,798
+5,647
2444
$172K ﹤0.01%
35,409
+34,742
2445
$172K ﹤0.01%
+1,340
2446
$172K ﹤0.01%
12,273
+11,814
2447
$171K ﹤0.01%
1,783
2448
$171K ﹤0.01%
4,324
-705
2449
$171K ﹤0.01%
+44,446
2450
$171K ﹤0.01%
278
96 97
98
99 100