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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
376
$711K 0.03%
5,791
+1,230
377
$711K 0.03%
3,948
-3
378
$710K 0.03%
22,445
+3,154
379
$705K 0.03%
40,753
-18,047
380
$699K 0.03%
17,450
+5,086
381
$699K 0.03%
4,424
+305
382
$697K 0.03%
39,188
+29,811
383
$686K 0.03%
28,095
+20,896
384
$686K 0.03%
+22,668
385
$684K 0.03%
32,980
+4,787
386
$682K 0.03%
32,185
+3,819
387
$674K 0.03%
37,423
-9,223
388
$668K 0.03%
4,323
+1,298
389
$668K 0.03%
5,412
-8,524
390
$665K 0.03%
6,783
-2,948
391
$664K 0.03%
38,748
-888
392
$662K 0.03%
10,026
+3,014
393
$661K 0.03%
48,216
-14,527
394
$651K 0.03%
17,510
+12,110
395
$647K 0.03%
21,000
-450
396
$642K 0.03%
18,746
+2,075
397
$640K 0.03%
31,009
+18,546
398
$637K 0.03%
+8,380
399
$637K 0.03%
16,136
-2,702
400
$637K 0.03%
9,700
+1,732
14 15
16
17 18