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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
451
$82.8K 0.01%
+4,625
452
$81.7K 0.01%
+1,847
453
$80.9K 0.01%
+8,900
454
$80.3K 0.01%
+2,638
455
$80.2K 0.01%
+3,634
456
$79.9K 0.01%
+1,187
457
$79.9K 0.01%
1,435
-17,029
458
$79.8K 0.01%
+575
459
$79.8K 0.01%
+2,889
460
$79K 0.01%
+888
461
$78.3K 0.01%
+850
462
$78.2K 0.01%
+2,357
463
$78K 0.01%
+928
464
$78K 0.01%
10,000
465
$77.7K 0.01%
+472
466
$77.6K 0.01%
+4,522
467
$77.5K 0.01%
+2,405
468
$77.4K 0.01%
+2,090
469
$77.1K 0.01%
+2,831
470
$76.6K 0.01%
+4,000
471
$76.6K 0.01%
+663
472
$75.2K 0.01%
+1,700
473
$74.2K 0.01%
+1,456
474
$73.4K 0.01%
486
-3,132
475
$72.5K 0.01%
+900
17 18
19
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