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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
626
$29K 0.01%
+536
627
$28.9K 0.01%
+643
628
$28.8K ﹤0.01%
+353
629
$28.6K ﹤0.01%
+168
630
$28.6K ﹤0.01%
+288
631
$28.6K ﹤0.01%
+727
632
$28.4K ﹤0.01%
+183
633
$28.4K ﹤0.01%
+1,729
634
$28.2K ﹤0.01%
+400
635
$28.2K ﹤0.01%
+280
636
$28.2K ﹤0.01%
+563
637
$28.1K ﹤0.01%
+144
638
$28K ﹤0.01%
+368
639
$27.8K ﹤0.01%
+1,071
640
$27.8K ﹤0.01%
+1,650
641
$27.8K ﹤0.01%
+2,140
642
$27.8K ﹤0.01%
+269
643
$27.7K ﹤0.01%
+1,000
644
$27.5K ﹤0.01%
+818
645
$27.4K ﹤0.01%
+352
646
$27.2K ﹤0.01%
+261
647
$27.2K ﹤0.01%
+1,600
648
$27.1K ﹤0.01%
+536
649
$27K ﹤0.01%
+2,965
650
$27K ﹤0.01%
+250