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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
651
$249K 0.01%
26,311
+2,341
652
$249K 0.01%
+18,418
653
$248K 0.01%
8,811
+2,864
654
$247K 0.01%
7,987
-1,115
655
$245K 0.01%
+7,168
656
$245K 0.01%
+8,593
657
$244K 0.01%
+3,687
658
$244K 0.01%
18,650
-3,150
659
$244K 0.01%
+11,460
660
$244K 0.01%
3,544
-714
661
$243K 0.01%
12,457
662
$241K 0.01%
8,334
-11,674
663
$237K 0.01%
+8,350
664
$237K 0.01%
3,315
+257
665
$236K 0.01%
3,498
+1,240
666
$235K 0.01%
12,425
-1,272
667
$235K 0.01%
+5,200
668
$233K 0.01%
+9,158
669
$232K 0.01%
16,415
+4,015
670
$232K 0.01%
12,668
-11,183
671
$232K 0.01%
+16,730
672
$232K 0.01%
8,178
-908
673
$228K 0.01%
+3,442
674
$227K 0.01%
5,160
-3,090
675
$226K 0.01%
+3,142
25 26
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