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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
676
$224K 0.01%
4,482
-5,554
677
$224K 0.01%
12,130
+2,460
678
$223K 0.01%
9,011
-2,525
679
$221K 0.01%
1,851
-393
680
$221K 0.01%
+33,364
681
$220K 0.01%
18,991
+8,005
682
$220K 0.01%
9,829
-715
683
$220K 0.01%
+2,064
684
$219K 0.01%
9,027
-10,556
685
$217K 0.01%
+8,444
686
$216K 0.01%
3,425
-2,621
687
$216K 0.01%
16,032
+4,289
688
$215K 0.01%
6,041
-686
689
$214K 0.01%
+13,822
690
$214K 0.01%
+9,070
691
$214K 0.01%
8,439
-173,149
692
$211K 0.01%
6,911
-11,418
693
$210K 0.01%
8,535
-5,065
694
$209K 0.01%
+3,108
695
$208K 0.01%
+14,196
696
$208K 0.01%
2,736
-1,274
697
$207K 0.01%
+3,626
698
$207K 0.01%
4,400
+76
699
$207K 0.01%
12,302
-1,843
700
$206K 0.01%
941
26 27
28
29 30