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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
2451
$170K ﹤0.01%
13,687
-1,768
2452
$170K ﹤0.01%
8,000
2453
$169K ﹤0.01%
13,347
-5,445
2454
$169K ﹤0.01%
9,242
+2,735
2455
$168K ﹤0.01%
64,800
-26,226
2456
$168K ﹤0.01%
7,023
+2,950
2457
$167K ﹤0.01%
10,600
-273
2458
$167K ﹤0.01%
2,007
+6
2459
$165K ﹤0.01%
7,151
-130,560
2460
$165K ﹤0.01%
+5,560
2461
$165K ﹤0.01%
61,400
-19,750
2462
$161K ﹤0.01%
14,351
+1,623
2463
$161K ﹤0.01%
637
-8
2464
$161K ﹤0.01%
7,495
-1,996
2465
$160K ﹤0.01%
+30,275
2466
$160K ﹤0.01%
3,987
+3,544
2467
$159K ﹤0.01%
9,893
+2
2468
$159K ﹤0.01%
+2,482
2469
$159K ﹤0.01%
+21,113
2470
$159K ﹤0.01%
10,948
+10,338
2471
$159K ﹤0.01%
2,649
2472
$158K ﹤0.01%
3,957
2473
$158K ﹤0.01%
21,824
+17,332
2474
$156K ﹤0.01%
+615
2475
$156K ﹤0.01%
1,936
+991
97 98
99
100 101