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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
776
$17.9K ﹤0.01%
+1,000
777
$17.9K ﹤0.01%
+530
778
$17.7K ﹤0.01%
+829
779
$17.5K ﹤0.01%
+673
780
$17.4K ﹤0.01%
+380
781
$17.3K ﹤0.01%
+640
782
$17.2K ﹤0.01%
270
-4,423
783
$17.2K ﹤0.01%
+95
784
$17K ﹤0.01%
+622
785
$17K ﹤0.01%
+294
786
$16.9K ﹤0.01%
+705
787
$16.9K ﹤0.01%
+680
788
$16.8K ﹤0.01%
+200
789
$16.8K ﹤0.01%
+365
790
$16.8K ﹤0.01%
+478
791
$16.8K ﹤0.01%
+343
792
$16.7K ﹤0.01%
+600
793
$16.7K ﹤0.01%
+559
794
$16.5K ﹤0.01%
+370
795
$16.5K ﹤0.01%
+720
796
$16.5K ﹤0.01%
+165
797
$16.5K ﹤0.01%
+1,300
798
$16.4K ﹤0.01%
+232
799
$16.3K ﹤0.01%
+175
800
$16.3K ﹤0.01%
+320