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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
$317M
AUM Growth
+$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$4.17M
3
+$3.27M
4
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$2.58M
5
FXN icon
First Trust Energy AlphaDEX Fund
FXN
+$2.56M

Top Sells

1
+$4.2M
2
+$2.04M
3
+$1.79M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.69M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.69M

Sector Composition

1 Consumer Staples 12.35%
2 Utilities 9.55%
3 Industrials 8.59%
4 Technology 7.39%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$477K 0.15%
+4,240
127
$468K 0.15%
11,057
+4,958
128
$465K 0.15%
+6,604
129
$449K 0.14%
25,481
+15,256
130
$447K 0.14%
+7,769
131
$437K 0.14%
2,879
+28
132
$434K 0.14%
+19,785
133
$434K 0.14%
7,638
+3,210
134
$428K 0.14%
4,388
+832
135
$420K 0.13%
8,854
+3,981
136
$418K 0.13%
+6,819
137
$415K 0.13%
+15,681
138
$413K 0.13%
+7,595
139
$392K 0.12%
2,710
+1,248
140
$389K 0.12%
+7,908
141
$388K 0.12%
+8,069
142
$383K 0.12%
5,576
+1,588
143
$381K 0.12%
2,963
-1,318
144
$379K 0.12%
7,802
+3,355
145
$376K 0.12%
+10,041
146
$364K 0.11%
15,126
+7,384
147
$359K 0.11%
+10,502
148
$358K 0.11%
+29,482
149
$354K 0.11%
+4,897
150
$350K 0.11%
2,306
+176
4 5
6
7 8