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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
401
$637K 0.03%
55,954
-446
402
$634K 0.03%
11,631
+1,714
403
$631K 0.03%
6,363
+257
404
$631K 0.03%
3,791
+2,131
405
$630K 0.03%
8,110
+2,739
406
$626K 0.03%
+8,876
407
$623K 0.03%
2,389
+890
408
$622K 0.03%
19,282
-3,393
409
$619K 0.03%
14,154
+6,046
410
$617K 0.03%
4,032
-1,248
411
$616K 0.03%
+2,649
412
$615K 0.03%
24,118
-133,135
413
$613K 0.03%
13,840
-480
414
$610K 0.03%
34,785
+190
415
$610K 0.03%
13,323
+8,196
416
$601K 0.03%
2,225
+193
417
$600K 0.03%
2,448
-247
418
$597K 0.03%
20,531
-2,069
419
$595K 0.03%
4,678
+191
420
$593K 0.03%
12,398
+1,775
421
$589K 0.03%
21,266
+2,228
422
$588K 0.03%
8,578
+5,386
423
$583K 0.03%
15,250
+8,013
424
$575K 0.03%
22,545
-964
425
$566K 0.03%
6,769
-4,745
15 16
17
18 19