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

Top Buys

1
+$7.92M
2
+$6.5M
3
+$4.92M
4
LLY icon
Eli Lilly
LLY
+$4.86M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.2M

Top Sells

1
+$7.24M
2
+$6.71M
3
+$4.66M
4
CAG icon
Conagra Brands
CAG
+$4M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.98M

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
1026
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1027
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-49
1028
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1029
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-500
1030
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-831
1031
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1032
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-475
1033
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1034
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1035
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-4,910
1036
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1037
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-2,581
1038
– –
-200
1039
– –
-1,847
1040
– –
-1,398
1041
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-642
1042
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-300
1043
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1044
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1045
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1046
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1047
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1048
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-50
1049
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-250
1050
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