EA

Edge Advisors Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,036
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$8.53M
3
+$7.56M
4
STI
SunTrust Banks, Inc.
STI
+$6.54M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.49M

Top Sells

1
+$7.05M
2
+$6.98M
3
+$5.82M
4
JWN
Nordstrom
JWN
+$5.67M
5
BUD icon
AB InBev
BUD
+$4.08M

Sector Composition

1 Energy 11.1%
2 Technology 8.08%
3 Financials 7.61%
4 Consumer Staples 7.61%
5 Healthcare 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XPO icon
451
XPO
XPO
$23.9B
$78K 0.01%
2,226
+1,098
SMC
452
Summit Midstream
SMC
$349M
$78K 0.01%
370
BUD icon
453
AB InBev
BUD
$147B
$78K 0.01%
717
-37,476
BX icon
454
Blackstone
BX
$102B
$78K 0.01%
2,456
+99
CIEN icon
455
Ciena
CIEN
$38.2B
$78K 0.01%
3,050
ADT icon
456
ADT
ADT
$6.62B
$77K 0.01%
+9,800
BSV icon
457
Vanguard Short-Term Bond ETF
BSV
$42.5B
$77K 0.01%
985
+4
JD icon
458
JD.com
JD
$39.8B
$77K 0.01%
1,935
+583
CPAY icon
459
Corpay
CPAY
$24.8B
$77K 0.01%
385
-23
IVW icon
460
iShares S&P 500 Growth ETF
IVW
$65B
$77K 0.01%
+2,000
IWR icon
461
iShares Russell Mid-Cap ETF
IWR
$48.6B
$77K 0.01%
1,508
-428
AKAM icon
462
Akamai
AKAM
$13.7B
$76K 0.01%
1,094
HPE icon
463
Hewlett Packard
HPE
$31.5B
$76K 0.01%
4,355
WTW icon
464
Willis Towers Watson
WTW
$31.4B
$76K 0.01%
506
ABMD
465
DELISTED
Abiomed Inc
ABMD
$75K 0.01%
260
+85
LOW icon
466
Lowe's Companies
LOW
$156B
$75K 0.01%
864
-304
XLRE icon
467
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.22B
$75K 0.01%
2,423
SCHE icon
468
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$73K 0.01%
2,565
-348
GNR icon
469
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.44B
$72K 0.01%
1,500
AEM icon
470
Agnico Eagle Mines
AEM
$98.7B
$71K 0.01%
1,694
NOC icon
471
Northrop Grumman
NOC
$101B
$70K 0.01%
202
PBCT
472
DELISTED
People's United Financial Inc
PBCT
$69K 0.01%
3,710
AAP icon
473
Advance Auto Parts
AAP
$3.32B
$68K 0.01%
585
BPL
474
DELISTED
Buckeye Partners, L.P.
BPL
$68K 0.01%
1,825
BURL icon
475
Burlington
BURL
$19.6B
$67K 0.01%
+505
17 18
19
20 21