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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
101
$1.53M 0.24%
32,645
+1,050
102
$1.53M 0.24%
20,481
+5,710
103
$1.52M 0.24%
11,048
+3,215
104
$1.52M 0.24%
23,654
+12,437
105
$1.52M 0.24%
7,726
+903
106
$1.51M 0.23%
19,399
+3,236
107
$1.49M 0.23%
7,923
+520
108
$1.47M 0.23%
53,944
+4,567
109
$1.46M 0.23%
24,680
+2,473
110
$1.46M 0.23%
12,836
+2,037
111
$1.45M 0.23%
+129,451
112
$1.44M 0.22%
55,568
+1,678
113
$1.42M 0.22%
12,490
+5,410
114
$1.41M 0.22%
28,475
-3,386
115
$1.41M 0.22%
90,759
+15,450
116
$1.4M 0.22%
110,069
-2,166
117
$1.4M 0.22%
28,144
+2,880
118
$1.35M 0.21%
52,261
+5,895
119
$1.35M 0.21%
24,713
+878
120
$1.34M 0.21%
26,790
-5,584
121
$1.34M 0.21%
29,163
+88
122
$1.34M 0.21%
30,486
+114
123
$1.32M 0.21%
+9,917
124
$1.3M 0.2%
32,187
+3,565
125
$1.29M 0.2%
11,188
-59
3 4
5
6 7