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NewEdge Advisors Portfolio holdings

AUM $27.6B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$875M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$5.89M
3
+$4.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.3M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$4.27M

Top Sells

1
+$3.18M
2
+$2.87M
3
+$1.77M
4
POR icon
Portland General Electric
POR
+$1.69M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.34M

Sector Composition

1 Technology 10.37%
2 Financials 7.87%
3 Industrials 7.82%
4 Utilities 5.7%
5 Consumer Staples 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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