We are live on ! Find out more
NA

NewEdge Advisors Portfolio holdings

AUM $27.7B
1-Year Est. Return 23.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.01%
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
+$7.92M
2
+$6.5M
3
+$4.92M
4
LLY icon
Eli Lilly
LLY
+$4.86M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.2M

Top Sells

1
+$7.24M
2
+$6.71M
3
+$4.66M
4
CAG icon
Conagra Brands
CAG
+$4M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.98M

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
376
$43K 0.01%
10,721
+7,082
377
$14K ﹤0.01%
+10,000
378
– –
-55
379
– –
-50
380
– –
-472
381
– –
-85
382
– –
-10
383
– –
-48
384
– –
-1,700
385
– –
-2,683
386
– –
-6
387
– –
-1,343
388
– –
-52
389
– –
-1,311
390
– –
-100
391
– –
-1,464
392
– –
-160
393
– –
-400
394
– –
-2,389
395
– –
-1,307
396
– –
-125
397
– –
-640
398
– –
-20
399
– –
-293
400
– –
-214
14 15
16
17 18