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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
476
$458K 0.02%
11,927
+5,282
477
$457K 0.02%
10,560
+4,432
478
$456K 0.02%
9,040
-958
479
$456K 0.02%
+9,819
480
$455K 0.02%
+1,405
481
$455K 0.02%
18,356
-134,002
482
$450K 0.02%
5,200
+301
483
$449K 0.02%
7,475
+167
484
$448K 0.02%
8,562
-168
485
$447K 0.02%
10,883
+5,668
486
$447K 0.02%
10,049
+910
487
$447K 0.02%
+4,995
488
$446K 0.02%
3,090
+1,528
489
$445K 0.02%
15,653
-126,646
490
$445K 0.02%
2,102
-1,417
491
$445K 0.02%
+67,131
492
$442K 0.02%
23,345
-3,322
493
$441K 0.02%
18,403
-232,802
494
$439K 0.02%
22,971
+13,494
495
$439K 0.02%
4,273
+1,234
496
$437K 0.02%
3,232
-148
497
$434K 0.02%
9,569
+1,922
498
$431K 0.02%
14,731
+1,562
499
$426K 0.02%
30,635
-28,568
500
$424K 0.02%
4,135
-1,708
18 19
20
21 22