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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
551
$44.5K 0.01%
+2,489
552
$44.3K 0.01%
+3,201
553
$44K 0.01%
+768
554
$44K 0.01%
+1,442
555
$44K 0.01%
+1,348
556
$43.6K 0.01%
+335
557
$43.5K 0.01%
+330
558
$43.5K 0.01%
+282
559
$43.3K 0.01%
+834
560
$43.3K 0.01%
+1,351
561
$43.2K 0.01%
+2,361
562
$43.1K 0.01%
+2,241
563
$43K 0.01%
+1,485
564
$43K 0.01%
+2,572
565
$42.7K 0.01%
+2,700
566
$42.5K 0.01%
+2,575
567
$41.9K 0.01%
+544
568
$41.9K 0.01%
+630
569
$41.7K 0.01%
+1,634
570
$41.7K 0.01%
+500
571
$41.6K 0.01%
+1,840
572
$41.2K 0.01%
+2,654
573
$41K 0.01%
+1,090
574
$40.5K 0.01%
+1,416
575
$40.4K 0.01%
+785