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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
451
$506K 0.02%
12,332
-82,232
452
$505K 0.02%
11,071
-115
453
$505K 0.02%
5,799
+328
454
$496K 0.02%
6,169
-2,083
455
$496K 0.02%
20,130
-138,578
456
$495K 0.02%
24,144
-26
457
$490K 0.02%
5,299
+1,973
458
$489K 0.02%
11,717
-399
459
$486K 0.02%
20,563
+6,485
460
$486K 0.02%
21,946
+1,658
461
$482K 0.02%
16,038
+763
462
$482K 0.02%
13,801
+274
463
$481K 0.02%
3,781
+533
464
$478K 0.02%
5,958
+1,371
465
$476K 0.02%
7,995
+3,580
466
$474K 0.02%
4,706
-1,654
467
$470K 0.02%
23,217
-14,952
468
$469K 0.02%
9,542
-5,304
469
$467K 0.02%
2,032
+552
470
$467K 0.02%
12,445
-1,525
471
$466K 0.02%
24,523
+4,415
472
$465K 0.02%
6,158
-48
473
$465K 0.02%
9,620
-299
474
$465K 0.02%
7,151
-5,444
475
$460K 0.02%
+3,150
17 18
19
20 21