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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
651
$26.9K ﹤0.01%
+1,532
652
$26.9K ﹤0.01%
+466
653
$26.9K ﹤0.01%
+259
654
$26.8K ﹤0.01%
+1,165
655
$26.8K ﹤0.01%
+800
656
$26.7K ﹤0.01%
+800
657
$26.7K ﹤0.01%
+1,237
658
$26.3K ﹤0.01%
+1,200
659
$26.3K ﹤0.01%
+475
660
$26K ﹤0.01%
+1,345
661
$26K ﹤0.01%
+1,358
662
$25.9K ﹤0.01%
+157
663
$25.8K ﹤0.01%
+216
664
$25.7K ﹤0.01%
+749
665
$25.7K ﹤0.01%
+708
666
$25.5K ﹤0.01%
+238
667
$25.4K ﹤0.01%
+816
668
$25.4K ﹤0.01%
+765
669
$25.3K ﹤0.01%
+387
670
$25.2K ﹤0.01%
+394
671
$25.2K ﹤0.01%
+298
672
$25.1K ﹤0.01%
+454
673
$24.9K ﹤0.01%
+460
674
$24.8K ﹤0.01%
+453
675
$24.7K ﹤0.01%
+407