NA
NewEdge Advisors Portfolio holdings
AUM
$19.4B
1-Year Return
18.33%
This Quarter Return
-15.24%
1 Year Return
+18.33%
3 Year Return
+66.44%
5 Year Return
+121.13%
10 Year Return
+255.56%
AUM
$2.08B
AUM Growth
-$438M
(-17%)
Cap. Flow
-$6.72M
Cap. Flow
% of AUM
-0.32%
Top 10 Holdings %
Top 10 Hldgs %
19%
Holding
932
New
118
Increased
363
Reduced
291
Closed
141
Top Buys
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$7.75M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$7.29M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$5.58M |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$4.92M |
| 5 |
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% |
