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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
426
$565K 0.03%
11,939
+6,518
427
$564K 0.03%
+8,596
428
$561K 0.03%
1,892
-23
429
$558K 0.03%
241,760
+24,800
430
$550K 0.03%
27,200
+2,990
431
$547K 0.03%
16,757
+4,707
432
$541K 0.03%
4,691
+581
433
$540K 0.03%
12,791
+3,211
434
$538K 0.03%
19,286
+11,837
435
$537K 0.03%
+10,289
436
$537K 0.03%
+3,696
437
$536K 0.03%
24,972
-5,711
438
$534K 0.03%
1,093
+473
439
$529K 0.03%
+19,732
440
$519K 0.03%
36,364
-5,289
441
$514K 0.02%
3,377
+849
442
$514K 0.02%
19,575
+1,371
443
$512K 0.02%
30,341
-566
444
$511K 0.02%
27,163
-11,108
445
$511K 0.02%
185,824
+33,024
446
$511K 0.02%
22,230
-2,815
447
$510K 0.02%
2,933
+848
448
$509K 0.02%
10,932
-2,017
449
$508K 0.02%
4,976
-95
450
$506K 0.02%
4,156
+356
16 17
18
19 20