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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
526
$388K 0.02%
1,475
-1,097
527
$387K 0.02%
3,842
+2,003
528
$387K 0.02%
17,186
-4,315
529
$386K 0.02%
22,421
+3,641
530
$384K 0.02%
50,250
-5,500
531
$381K 0.02%
8,189
+1,784
532
$378K 0.02%
2,384
-15
533
$377K 0.02%
1,711
-140
534
$377K 0.02%
8,794
-38
535
$377K 0.02%
+16,954
536
$374K 0.02%
7,765
-11,312
537
$373K 0.02%
+19,176
538
$373K 0.02%
16,596
+3,723
539
$372K 0.02%
2,238
+784
540
$371K 0.02%
9,906
-3,581
541
$371K 0.02%
3,192
+1,413
542
$370K 0.02%
50,644
+12,785
543
$368K 0.02%
76,249
+20,141
544
$367K 0.02%
2,354
+797
545
$366K 0.02%
36,384
+5,484
546
$366K 0.02%
7,928
-2,277
547
$365K 0.02%
1,807
-1,467
548
$364K 0.02%
4,332
-279
549
$362K 0.02%
6,093
+2,125
550
$361K 0.02%
4,956
+241
20 21
22
23 24