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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
501
$60K 0.01%
+5,000
502
$59.7K 0.01%
+500
503
$58.9K 0.01%
+1,048
504
$58.3K 0.01%
+1,432
505
$58.2K 0.01%
+972
506
$58.1K 0.01%
+2,571
507
$58K 0.01%
+524
508
$57.6K 0.01%
+324
509
$57.1K 0.01%
+1,147
510
$56.9K 0.01%
+2,308
511
$56.4K 0.01%
+3,299
512
$55.9K 0.01%
+2,600
513
$55.8K 0.01%
+950
514
$55.1K 0.01%
+2,300
515
$55K 0.01%
+846
516
$55K 0.01%
+2,450
517
$54.9K 0.01%
+1,382
518
$54.4K 0.01%
+585
519
$54.3K 0.01%
+1,120
520
$54.2K 0.01%
+1,900
521
$53.8K 0.01%
+200
522
$53.3K 0.01%
+1,950
523
$53.2K 0.01%
+1,998
524
$53K 0.01%
+1,400
525
$52.9K 0.01%
+676
19 20
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