We are live on ! Find out more
NA

NewEdge Advisors Portfolio holdings

AUM $27.7B
1-Year Est. Return 23.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.01%
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
+$9.62M
2
+$9.18M
3
+$7.01M
4
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$6.35M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$5.92M

Top Sells

1
+$8.69M
2
+$7.74M
3
+$6.66M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.07M
5
LIN icon
Linde
LIN
+$5.19M

Sector Composition

1 Technology 10.15%
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
876
– –
-4,498
877
– –
-7,702
878
– –
-3,609
879
– –
-17,210
880
– –
-24,844
881
– –
-1,620
882
– –
-1,778
883
– –
-2,163
884
– –
-17,274
885
– –
-31,675
886
– –
-3,654
887
– –
-18,498
888
– –
-3,536
889
– –
-142,967
890
– –
-108,036
891
– –
-2,786
892
– –
-17,000
893
– –
-51,566
894
– –
-1,829
895
– –
-12,961
896
– –
-7,148
897
– –
-54,594
898
– –
-7,315
899
– –
-1,159
900
– –
-1,606
34 35
36
37 38