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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
$582M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,396
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$5.97M
3
+$4.93M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.46M
5
MMM icon
3M
MMM
+$2.36M

Top Sells

1
+$3.68M
2
+$1.62M
3
+$948K
4
VAL
Valspar
VAL
+$860K
5
PACW
PacWest Bancorp
PACW
+$821K

Sector Composition

1 Technology 9.77%
2 Industrials 8.62%
3 Consumer Staples 8.17%
4 Financials 8.07%
5 Utilities 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$124K 0.02%
+2,886
377
$124K 0.02%
+4,385
378
$124K 0.02%
+6,250
379
$123K 0.02%
+4,309
380
$122K 0.02%
+6,121
381
$122K 0.02%
+1,378
382
$120K 0.02%
+1,365
383
$119K 0.02%
+2,324
384
$116K 0.02%
+1,522
385
$116K 0.02%
+5,593
386
$116K 0.02%
+7,734
387
$116K 0.02%
+14,020
388
$115K 0.02%
+9,131
389
$114K 0.02%
+2,315
390
$113K 0.02%
+918
391
$113K 0.02%
+617
392
$113K 0.02%
+1,844
393
$112K 0.02%
+7,428
394
$112K 0.02%
+2,360
395
$112K 0.02%
+1,006
396
$111K 0.02%
+7,505
397
$111K 0.02%
+1,346
398
$111K 0.02%
+4,411
399
$110K 0.02%
+1,391
400
$109K 0.02%
10,000
14 15
16
17 18