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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
76
$2.19M 0.34%
18,065
+7,838
77
$2.18M 0.34%
16,092
+1,706
78
$2.1M 0.33%
30,601
+14,065
79
$1.99M 0.31%
28,235
+2,212
80
$1.98M 0.31%
29,217
+15,286
81
$1.93M 0.3%
22,789
+333
82
$1.93M 0.3%
26,923
+1,918
83
$1.93M 0.3%
7,445
+769
84
$1.92M 0.3%
16,370
+488
85
$1.88M 0.29%
+74,621
86
$1.81M 0.28%
26,589
-406
87
$1.78M 0.28%
19,637
-1,412
88
$1.78M 0.28%
19,095
-3,206
89
$1.77M 0.28%
28,871
-574
90
$1.77M 0.27%
42,082
+9,901
91
$1.75M 0.27%
34,516
+15,444
92
$1.73M 0.27%
19,687
+19,505
93
$1.71M 0.27%
34,058
+15,442
94
$1.71M 0.27%
26,782
+4,486
95
$1.64M 0.25%
36,268
+28
96
$1.62M 0.25%
25,603
+217
97
$1.59M 0.25%
14,163
-65
98
$1.58M 0.25%
31,880
+10,340
99
$1.57M 0.24%
59,637
+9,913
100
$1.54M 0.24%
57,498
+20,862
2 3
4
5 6