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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
476
$71.7K 0.01%
+1,326
477
$71.5K 0.01%
+1,250
478
$70.8K 0.01%
+1,848
479
$69.9K 0.01%
+1,360
480
$69.3K 0.01%
5,500
481
$69.2K 0.01%
+671
482
$67.5K 0.01%
+2,800
483
$67.1K 0.01%
+1,200
484
$66.9K 0.01%
+9,100
485
$66.5K 0.01%
+2,413
486
$66.5K 0.01%
+2,000
487
$66.2K 0.01%
+564
488
$66.1K 0.01%
+455
489
$65.2K 0.01%
+893
490
$65K 0.01%
+619
491
$64.8K 0.01%
+1,260
492
$63.8K 0.01%
+4,000
493
$63.5K 0.01%
+445
494
$63.3K 0.01%
+1,950
495
$63.2K 0.01%
+939
496
$63.2K 0.01%
+3,000
497
$62.9K 0.01%
+1,330
498
$62.8K 0.01%
+2,008
499
$60K 0.01%
+1,075
500
$60K 0.01%
+1,850
18 19
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