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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
$140M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$1.68M
3 +$1.67M
4
MCD icon
McDonald's
MCD
+$906K
5
ARG
Airgas Inc
ARG
+$856K

Top Sells

1 +$6.65M
2 +$4.82M
3 +$2M
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$1.75M
5
IBM icon
IBM
IBM
+$795K

Sector Composition

1 Industrials 9.83%
2 Utilities 9.04%
3 Consumer Staples 6.29%
4 Consumer Discretionary 5.71%
5 Materials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-14,497