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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
$644M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,404
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$6.37M
3
+$5.16M
4
ERIE icon
Erie Indemnity
ERIE
+$4.77M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.2M

Top Sells

1
+$7.24M
2
+$6.74M
3
+$4.81M
4
CAG icon
Conagra Brands
CAG
+$3.95M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.97M

Sector Composition

1 Technology 10.04%
2 Industrials 9.03%
3 Financials 7.78%
4 Utilities 7.22%
5 Consumer Staples 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.59M 0.56%
32,645
+1,319
52
$3.24M 0.5%
33,634
+3,087
53
$3.22M 0.5%
34,941
+4,061
54
$3.21M 0.5%
18,600
+2,766
55
$3.17M 0.49%
130,520
+2,322
56
$3.17M 0.49%
38,620
-508
57
$3.06M 0.48%
105,703
+3,603
58
$3.01M 0.47%
54,956
-363
59
$2.89M 0.45%
52,331
+937
60
$2.86M 0.44%
98,045
+40,479
61
$2.71M 0.42%
17,829
+688
62
$2.68M 0.42%
48,734
+28,965
63
$2.64M 0.41%
43,640
+16,756
64
$2.64M 0.41%
76,979
+7,973
65
$2.61M 0.41%
23,015
+3,038
66
$2.53M 0.39%
42,215
+36,626
67
$2.44M 0.38%
63,824
+9,104
68
$2.38M 0.37%
21,199
+380
69
$2.34M 0.36%
89,103
+16,119
70
$2.32M 0.36%
21,797
+9,241
71
$2.29M 0.36%
14,304
+1,491
72
$2.27M 0.35%
13,703
+3,179
73
$2.26M 0.35%
49,791
+5,186
74
$2.26M 0.35%
24,727
+4,113
75
$2.25M 0.35%
12,117
+1,309
1 2
3
4 5