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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
$119M
AUM Growth
-$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$2.54M
3
+$2.06M
4
AAPL icon
Apple
AAPL
+$1.94M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$974K

Top Sells

1
+$4.26M
2
+$3.23M
3
+$3.07M
4
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$3.04M
5
FXD icon
First Trust Consumer Discretionary AlphaDEX Fund
FXD
+$2.82M

Sector Composition

1 Utilities 12.7%
2 Consumer Staples 11.96%
3 Industrials 11.53%
4 Technology 8.95%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
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