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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
126
$1.29M 0.2%
8,795
+35
127
$1.28M 0.2%
11,755
+6,065
128
$1.27M 0.2%
32,033
+5,463
129
$1.27M 0.2%
36,947
+4,811
130
$1.26M 0.2%
11,811
+4,749
131
$1.25M 0.19%
15,290
-87
132
$1.24M 0.19%
27,000
+3,614
133
$1.24M 0.19%
8,316
+1,096
134
$1.23M 0.19%
30,964
+1,930
135
$1.23M 0.19%
+57,489
136
$1.22M 0.19%
16,376
+7,123
137
$1.22M 0.19%
19,163
+281
138
$1.2M 0.19%
+16,468
139
$1.2M 0.19%
12,063
+4,259
140
$1.19M 0.19%
26,927
-26,213
141
$1.18M 0.18%
43,057
+17,948
142
$1.16M 0.18%
+13,597
143
$1.16M 0.18%
21,912
+813
144
$1.13M 0.18%
48,221
-676
145
$1.13M 0.18%
52,393
-1,201
146
$1.08M 0.17%
8,815
+8,725
147
$1.08M 0.17%
+16,964
148
$1.06M 0.16%
26,897
+898
149
$1.03M 0.16%
43,624
+4,315
150
$1.03M 0.16%
28,420
+17,468
4 5
6
7 8