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NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$644M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,404
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$6.37M
3
+$5.16M
4
ERIE icon
Erie Indemnity
ERIE
+$4.77M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.2M

Top Sells

1
+$7.24M
2
+$6.74M
3
+$4.81M
4
CAG icon
Conagra Brands
CAG
+$3.95M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.97M

Sector Composition

1 Technology 10.04%
2 Industrials 9.03%
3 Financials 7.78%
4 Utilities 7.22%
5 Consumer Staples 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$355K 0.06%
4,336
+561
252
$354K 0.06%
6,167
-372
253
$353K 0.05%
2,274
+2,031
254
$353K 0.05%
+5,361
255
$351K 0.05%
3,007
+50
256
$346K 0.05%
4,150
+62
257
$343K 0.05%
4,167
+2,776
258
$342K 0.05%
7,888
+781
259
$340K 0.05%
6,069
+4,093
260
$338K 0.05%
7,926
+1,106
261
$337K 0.05%
13,612
+10,094
262
$334K 0.05%
2,257
+45
263
$334K 0.05%
11,179
-3,236
264
$329K 0.05%
13,878
265
$328K 0.05%
4,400
266
$327K 0.05%
2,733
-75
267
$325K 0.05%
5,931
+5,465
268
$324K 0.05%
1,255
-62
269
$324K 0.05%
5,886
+1,171
270
$324K 0.05%
1,675
+1,351
271
$323K 0.05%
3,471
272
$321K 0.05%
3,520
+220
273
$316K 0.05%
2,041
+1,555
274
$313K 0.05%
7,754
+337
275
$311K 0.05%
16,366
+1,488
9 10
11
12 13