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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
$2.08B
AUM Growth
-$438M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$7.76M
3
+$6.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.9M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$5.75M

Top Sells

1
+$7.75M
2
+$7.29M
3
+$5.58M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$4.92M
5
LIN icon
Linde
LIN
+$4.55M

Sector Composition

1 Technology 10.17%
2 Healthcare 9.47%
3 Financials 6.71%
4 Consumer Staples 6.7%
5 Utilities 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.41M 0.07%
17,369
+1,432
252
$1.38M 0.07%
3,756
+1,962
253
$1.37M 0.07%
+13,632
254
$1.36M 0.07%
15,621
+433
255
$1.35M 0.06%
8,693
+4,424
256
$1.34M 0.06%
25,010
-2,004
257
$1.33M 0.06%
4,216
-441
258
$1.32M 0.06%
25,916
-7,667
259
$1.31M 0.06%
25,833
+18,873
260
$1.3M 0.06%
28,465
+4,775
261
$1.3M 0.06%
15,199
+5,472
262
$1.29M 0.06%
28,391
-863
263
$1.29M 0.06%
47,456
-1,381
264
$1.28M 0.06%
53,652
-6,667
265
$1.28M 0.06%
44,047
+6,491
266
$1.27M 0.06%
21,404
+689
267
$1.25M 0.06%
16,289
-20,314
268
$1.25M 0.06%
9,384
+5,964
269
$1.24M 0.06%
32,950
+4,420
270
$1.23M 0.06%
15,081
-592
271
$1.22M 0.06%
35,372
-1,068
272
$1.21M 0.06%
7,806
-498
273
$1.18M 0.06%
57,703
-1,434
274
$1.18M 0.06%
2,685
+1,247
275
$1.18M 0.06%
44,650
+1,560
9 10
11
12 13