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NewEdge Advisors Portfolio holdings
AUM
$19.4B
1-Year Return
18.33%
This Quarter Return
-0.74%
1 Year Return
+18.33%
3 Year Return
+66.44%
5 Year Return
+121.13%
10 Year Return
+255.56%
AUM
$317M
AUM Growth
+$75.3M
(+31%)
Cap. Flow
+$77.6M
Cap. Flow
% of AUM
24.48%
Top 10 Holdings %
Top 10 Hldgs %
24.06%
Holding
237
New
77
Increased
117
Reduced
21
Closed
19
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$4.62M |
| 2 |
DBS
Invesco DB Silver Fund
DBS
|
$4.17M |
| 3 |
BMS
Bemis
BMS
|
$3.27M |
| 4 |
First Trust Utilities AlphaDEX Fund
FXU
|
$2.58M |
| 5 |
First Trust Energy AlphaDEX Fund
FXN
|
$2.56M |
Top Sells
| 1 |
Invesco DB Energy Fund
DBE
|
$4.2M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.04M |
| 3 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$1.79M |
| 4 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$1.69M |
| 5 |
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% |
