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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
751
$19.2K ﹤0.01%
+200
752
$19.1K ﹤0.01%
+1,000
753
$19.1K ﹤0.01%
+1,215
754
$19K ﹤0.01%
+410
755
$19K ﹤0.01%
+2,700
756
$19K ﹤0.01%
+523
757
$18.9K ﹤0.01%
+750
758
$18.9K ﹤0.01%
+1,325
759
$18.9K ﹤0.01%
+466
760
$18.8K ﹤0.01%
+657
761
$18.8K ﹤0.01%
+4,700
762
$18.8K ﹤0.01%
+630
763
$18.8K ﹤0.01%
+530
764
$18.7K ﹤0.01%
+1,348
765
$18.7K ﹤0.01%
+2,000
766
$18.7K ﹤0.01%
+277
767
$18.6K ﹤0.01%
+216
768
$18.6K ﹤0.01%
+642
769
$18.6K ﹤0.01%
+625
770
$18.4K ﹤0.01%
+1,398
771
$18.3K ﹤0.01%
+168
772
$18.3K ﹤0.01%
+1,266
773
$18.2K ﹤0.01%
+222
774
$18.2K ﹤0.01%
+216
775
$18.1K ﹤0.01%
+238