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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
176
$285K 0.09%
+6,217
177
$285K 0.09%
+3,301
178
$277K 0.09%
10,001
+2,525
179
$276K 0.09%
+761
180
$264K 0.08%
+6,723
181
$261K 0.08%
+2,471
182
$252K 0.08%
+3,264
183
$246K 0.08%
+13,505
184
$245K 0.08%
+7,071
185
$244K 0.08%
+6,060
186
$242K 0.08%
+6,394
187
$236K 0.07%
8,308
+826
188
$233K 0.07%
+1,854
189
$230K 0.07%
+2,846
190
$226K 0.07%
+979
191
$225K 0.07%
+3,512
192
$223K 0.07%
2,847
-145
193
$221K 0.07%
+5,247
194
$218K 0.07%
+3,219
195
$218K 0.07%
+2,095
196
$214K 0.07%
+5,126
197
$213K 0.07%
+3,327
198
$212K 0.07%
2,440
-795
199
$209K 0.07%
3,047
-5,606
200
$206K 0.07%
+918
6 7
8
9 10