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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
701
$23K ﹤0.01%
+1,300
702
$23K ﹤0.01%
+210
703
$22.9K ﹤0.01%
+462
704
$22.9K ﹤0.01%
+271
705
$22.8K ﹤0.01%
+700
706
$22.5K ﹤0.01%
+631
707
$22.4K ﹤0.01%
+1,229
708
$22.3K ﹤0.01%
+1,307
709
$22.3K ﹤0.01%
+205
710
$22.2K ﹤0.01%
+300
711
$22.2K ﹤0.01%
+446
712
$22.2K ﹤0.01%
+379
713
$22.1K ﹤0.01%
+407
714
$22K ﹤0.01%
+277
715
$22K ﹤0.01%
+715
716
$21.9K ﹤0.01%
+300
717
$21.8K ﹤0.01%
+401
718
$21.7K ﹤0.01%
+1,200
719
$21.6K ﹤0.01%
+173
720
$21.6K ﹤0.01%
+2,683
721
$21.5K ﹤0.01%
+3,000
722
$21.5K ﹤0.01%
+809
723
$21.5K ﹤0.01%
+441
724
$21.3K ﹤0.01%
+535
725
$21.3K ﹤0.01%
+1,545