NA
NewEdge Advisors Portfolio holdings
AUM
$19.4B
1-Year Return
18.33%
This Quarter Return
+7.58%
1 Year Return
+18.33%
3 Year Return
+66.44%
5 Year Return
+121.13%
10 Year Return
+255.56%
AUM
$3.71B
AUM Growth
-$2.38B
(-39%)
Cap. Flow
+$494M
Cap. Flow
% of AUM
13.32%
Top 10 Holdings %
Top 10 Hldgs %
16.45%
Holding
4,295
New
2,745
Increased
923
Reduced
517
Closed
32
Top Buys
Top Sells
| 1 |
DRE
Duke Realty Corp.
DRE
|
$28.1M |
| 2 |
IBTB
iShares iBonds Dec 2022 Term Treasury ETF
IBTB
|
$20.6M |
| 3 |
Fidelity MSCI Utilities Index ETF
FUTY
|
$16.3M |
| 4 |
Union Pacific
UNP
|
$12.2M |
| 5 |
ProShares Short S&P500
SH
|
$11.7M |
Sector Composition
| 1 | Technology | 8.45% |
| 2 | Healthcare | 6.22% |
| 3 | Financials | 4.93% |
| 4 | Energy | 3.58% |
| 5 | Consumer Discretionary | 3.37% |
