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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
276
$311K 0.05%
4,546
-357
277
$310K 0.05%
8,574
+52
278
$306K 0.05%
3,091
-261
279
$300K 0.05%
5,530
+1,034
280
$300K 0.05%
3,393
+2,028
281
$298K 0.05%
5,855
-38,772
282
$298K 0.05%
12,092
-1,011
283
$297K 0.05%
3,910
+2,723
284
$297K 0.05%
6,200
+1,214
285
$296K 0.05%
7,916
-86
286
$293K 0.05%
2,052
+4
287
$288K 0.04%
5,835
+573
288
$286K 0.04%
2,990
-47
289
$286K 0.04%
2,234
-293
290
$285K 0.04%
7,017
-1,546
291
$284K 0.04%
7,200
292
$282K 0.04%
4,391
+9
293
$280K 0.04%
3,621
+1,967
294
$278K 0.04%
3,598
-341
295
$277K 0.04%
3,251
-2
296
$272K 0.04%
3,100
+100
297
$270K 0.04%
5,052
+1,654
298
$270K 0.04%
4,464
+626
299
$268K 0.04%
44,250
-3,000
300
$265K 0.04%
4,899
+221
10 11
12
13 14