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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
426
$94K 0.02%
+1,152
427
$93.9K 0.02%
+7,588
428
$93.7K 0.02%
+2,349
429
$93.6K 0.02%
+2,906
430
$92K 0.02%
+3,652
431
$90.7K 0.02%
+2,979
432
$90.6K 0.02%
+2,892
433
$89.6K 0.02%
+3,264
434
$89.4K 0.02%
+1,702
435
$89.3K 0.02%
+5,002
436
$88.1K 0.02%
+5,103
437
$87.7K 0.02%
+2,238
438
$87.6K 0.02%
+492
439
$87.5K 0.02%
+1,658
440
$87.2K 0.02%
+1,179
441
$86.8K 0.01%
+3,518
442
$86.4K 0.01%
+2,360
443
$86.3K 0.01%
+4,028
444
$86.3K 0.01%
+800
445
$86.2K 0.01%
+2,664
446
$85.6K 0.01%
+3,540
447
$84.2K 0.01%
+751
448
$83.8K 0.01%
+1,385
449
$83.6K 0.01%
+2,214
450
$83.2K 0.01%
+1,085
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