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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
351
$832K 0.04%
58,199
+1,621
352
$812K 0.04%
8,552
+4,113
353
$801K 0.04%
16,732
+1,080
354
$797K 0.04%
17,864
-80
355
$795K 0.04%
15,716
+910
356
$793K 0.04%
81,207
-100
357
$784K 0.04%
5,014
+59
358
$781K 0.04%
13,230
+2,060
359
$780K 0.04%
2,700
-525
360
$769K 0.04%
36,584
+2,714
361
$761K 0.04%
13,191
-2,269
362
$759K 0.04%
10,127
+1,147
363
$753K 0.04%
111,539
-4,273
364
$753K 0.04%
6,348
+1,486
365
$747K 0.04%
11,569
-535
366
$745K 0.04%
19,131
+3,931
367
$743K 0.04%
62,458
+36,279
368
$741K 0.04%
33,169
-4,308
369
$741K 0.04%
35,351
+3,930
370
$739K 0.04%
+37,651
371
$739K 0.04%
11,483
-6,576
372
$733K 0.04%
3,466
+1,261
373
$728K 0.04%
+36,185
374
$724K 0.03%
15,145
+9,042
375
$722K 0.03%
77,167
+2,317
13 14
15
16 17