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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
676
$24.7K ﹤0.01%
+789
677
$24.4K ﹤0.01%
+727
678
$24.3K ﹤0.01%
+236
679
$24.3K ﹤0.01%
+19
680
$24.3K ﹤0.01%
+660
681
$24.3K ﹤0.01%
+542
682
$24.3K ﹤0.01%
+25
683
$24.2K ﹤0.01%
+492
684
$24.1K ﹤0.01%
+511
685
$24K ﹤0.01%
+928
686
$23.8K ﹤0.01%
+304
687
$23.7K ﹤0.01%
+1,464
688
$23.5K ﹤0.01%
+231
689
$23.5K ﹤0.01%
693
-23,940
690
$23.5K ﹤0.01%
+1,484
691
$23.5K ﹤0.01%
+1,062
692
$23.4K ﹤0.01%
+760
693
$23.4K ﹤0.01%
+257
694
$23.4K ﹤0.01%
+2,324
695
$23.3K ﹤0.01%
608
-10,800
696
$23.3K ﹤0.01%
+237
697
$23.3K ﹤0.01%
+907
698
$23.2K ﹤0.01%
+500
699
$23.1K ﹤0.01%
+1,000
700
$23.1K ﹤0.01%
+530