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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
526
$52.9K 0.01%
+450
527
$52.9K 0.01%
+525
528
$52.5K 0.01%
+672
529
$52.4K 0.01%
+600
530
$52.1K 0.01%
+2,833
531
$51.7K 0.01%
+1,124
532
$51.7K 0.01%
+1,096
533
$51.1K 0.01%
+776
534
$51K 0.01%
+332
535
$50.6K 0.01%
+224
536
$50.5K 0.01%
+1,519
537
$50.4K 0.01%
+953
538
$49.6K 0.01%
+2,075
539
$49.6K 0.01%
+2,407
540
$49.4K 0.01%
+1,473
541
$49.3K 0.01%
+831
542
$49.2K 0.01%
+476
543
$48.4K 0.01%
+542
544
$48.2K 0.01%
+1,728
545
$47.7K 0.01%
+506
546
$46.5K 0.01%
+7,952
547
$46.1K 0.01%
+3,205
548
$45.8K 0.01%
+1,200
549
$45.7K 0.01%
+670
550
$45.3K 0.01%
+10,121