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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
501
$423K 0.02%
43,346
+895
502
$420K 0.02%
+962
503
$420K 0.02%
1,766
+794
504
$420K 0.02%
2,370
+819
505
$416K 0.02%
+7,174
506
$416K 0.02%
34,131
+6,528
507
$416K 0.02%
19,220
+5,039
508
$413K 0.02%
9,401
-7,824
509
$412K 0.02%
12,355
+175
510
$411K 0.02%
+8,411
511
$408K 0.02%
6,064
-244
512
$407K 0.02%
736
+109
513
$404K 0.02%
+16,164
514
$401K 0.02%
8,851
-1,017
515
$399K 0.02%
+1,606
516
$399K 0.02%
+5,005
517
$398K 0.02%
+14,849
518
$398K 0.02%
33,143
-576
519
$398K 0.02%
16,772
-1,925
520
$396K 0.02%
+17,279
521
$393K 0.02%
36,280
+7,530
522
$392K 0.02%
10,893
-1,959
523
$391K 0.02%
+13,598
524
$391K 0.02%
+14,716
525
$390K 0.02%
16,836
+391
19 20
21
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