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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
751
$81K ﹤0.01%
+10,863
752
$79K ﹤0.01%
+22,200
753
$78K ﹤0.01%
16,050
754
$72K ﹤0.01%
39,465
+3,000
755
$71K ﹤0.01%
10,276
+1,483
756
$70K ﹤0.01%
16,446
757
$68K ﹤0.01%
+12,092
758
$67K ﹤0.01%
+14,730
759
$60K ﹤0.01%
51,451
-3,346
760
$59K ﹤0.01%
80
-11
761
$59K ﹤0.01%
+13,864
762
$58K ﹤0.01%
10,040
-791
763
$57K ﹤0.01%
+12,673
764
$57K ﹤0.01%
16,207
765
$57K ﹤0.01%
14,653
+668
766
$55K ﹤0.01%
19,151
+7,584
767
$55K ﹤0.01%
13,350
768
$55K ﹤0.01%
12,100
769
$54K ﹤0.01%
+10,266
770
$53K ﹤0.01%
58,430
+42,296
771
$47K ﹤0.01%
+23,415
772
$43K ﹤0.01%
+27,500
773
$41K ﹤0.01%
14,723
774
$40K ﹤0.01%
+37,000
775
$39K ﹤0.01%
21,777
29 30
31
32 33