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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
726
$21.3K ﹤0.01%
+2,400
727
$21.2K ﹤0.01%
+1,678
728
$21.2K ﹤0.01%
+712
729
$20.9K ﹤0.01%
+4,000
730
$20.9K ﹤0.01%
+1,230
731
$20.8K ﹤0.01%
+375
732
$20.7K ﹤0.01%
+635
733
$20.6K ﹤0.01%
+371
734
$20.5K ﹤0.01%
+1,326
735
$20.4K ﹤0.01%
+665
736
$20.2K ﹤0.01%
+300
737
$20.1K ﹤0.01%
+180
738
$20.1K ﹤0.01%
+1,787
739
$20.1K ﹤0.01%
+700
740
$20.1K ﹤0.01%
+159
741
$20K ﹤0.01%
+400
742
$20K ﹤0.01%
+40
743
$20K ﹤0.01%
+800
744
$19.9K ﹤0.01%
+580
745
$19.8K ﹤0.01%
+363
746
$19.7K ﹤0.01%
+600
747
$19.6K ﹤0.01%
+488
748
$19.5K ﹤0.01%
+457
749
$19.4K ﹤0.01%
+666
750
$19.3K ﹤0.01%
+1,311
28 29
30
31 32