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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
551
$361K 0.02%
+13,784
552
$359K 0.02%
2,439
-1,436
553
$357K 0.02%
+9,240
554
$355K 0.02%
6,469
+1,089
555
$354K 0.02%
26,200
+1,000
556
$353K 0.02%
1,379
+800
557
$352K 0.02%
9,736
+1,676
558
$351K 0.02%
3,598
-7,795
559
$351K 0.02%
2,510
-63
560
$345K 0.02%
7,599
+27
561
$343K 0.02%
28,606
+5,241
562
$342K 0.02%
10,177
-286
563
$341K 0.02%
3,163
-1,394
564
$340K 0.02%
4,115
+957
565
$338K 0.02%
2,357
-1,313
566
$337K 0.02%
+7,956
567
$337K 0.02%
+27,909
568
$334K 0.02%
+6,467
569
$333K 0.02%
6,835
-168
570
$332K 0.02%
+15,604
571
$332K 0.02%
6,634
+1,506
572
$332K 0.02%
13,270
-129,161
573
$331K 0.02%
13,405
+37
574
$330K 0.02%
13,643
+978
575
$329K 0.02%
25,379
+732
21 22
23
24 25