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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
576
$40.4K 0.01%
+2,357
577
$40.3K 0.01%
+266
578
$40.3K 0.01%
+1,682
579
$40.2K 0.01%
+1,361
580
$40K 0.01%
+750
581
$39.9K 0.01%
+1,554
582
$38.8K 0.01%
+1,107
583
$38.5K 0.01%
+448
584
$38.2K 0.01%
+1,037
585
$38K 0.01%
+1,520
586
$37.8K 0.01%
+4,910
587
$37.8K 0.01%
+1,165
588
$37.7K 0.01%
+2,000
589
$37.6K 0.01%
+2,300
590
$37.5K 0.01%
1,874
-13,807
591
$37.2K 0.01%
+782
592
$37.1K 0.01%
+571
593
$37.1K 0.01%
+1,000
594
$36.8K 0.01%
+451
595
$36.3K 0.01%
+584
596
$36.3K 0.01%
+39
597
$36.3K 0.01%
+1,000
598
$36.2K 0.01%
+451
599
$36.2K 0.01%
+1,225
600
$36.1K 0.01%
+307
22 23
24
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