EA

Edge Advisors Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.47%
This Quarter Est. Return
1 Year Est. Return
+9.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$817M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1 +$4M
2 +$3.97M
3 +$2.66M
4
CSCO icon
Cisco
CSCO
+$2.4M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$1.92M

Top Sells

1 +$8.7M
2 +$4.23M
3 +$3.99M
4
QCOM icon
Qualcomm
QCOM
+$3.61M
5
SLB icon
SLB Ltd
SLB
+$3.53M

Sector Composition

1 Energy 13.21%
2 Consumer Staples 9.54%
3 Healthcare 7.69%
4 Financials 7.57%
5 Technology 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$8K ﹤0.01%
+137
752
$8K ﹤0.01%
+90
753
$8K ﹤0.01%
+602
754
$7K ﹤0.01%
96
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755
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60
756
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757
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135
-740
758
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170
759
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400
760
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118
+72
761
$7K ﹤0.01%
+329
762
$7K ﹤0.01%
144
763
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142
764
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117
765
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200
-550
766
$7K ﹤0.01%
1,000
767
$6K ﹤0.01%
+148
768
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+182
769
$6K ﹤0.01%
+75
770
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+377
771
$6K ﹤0.01%
+250
772
$6K ﹤0.01%
428
+141
773
$6K ﹤0.01%
+204
774
$6K ﹤0.01%
85
775
$6K ﹤0.01%
+136