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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
801
$16.2K ﹤0.01%
+90
802
$16.2K ﹤0.01%
+489
803
$16.2K ﹤0.01%
+832
804
$16.1K ﹤0.01%
243
-5,467
805
$16K ﹤0.01%
+716
806
$16K ﹤0.01%
+121
807
$15.9K ﹤0.01%
+182
808
$15.9K ﹤0.01%
+623
809
$15.9K ﹤0.01%
+225
810
$15.8K ﹤0.01%
+700
811
$15.8K ﹤0.01%
+578
812
$15.8K ﹤0.01%
+229
813
$15.5K ﹤0.01%
+570
814
$15.5K ﹤0.01%
+150
815
$15.5K ﹤0.01%
+640
816
$15.5K ﹤0.01%
+487
817
$15.4K ﹤0.01%
+209
818
$15.3K ﹤0.01%
+560
819
$15.1K ﹤0.01%
+262
820
$15K ﹤0.01%
+230
821
$15K ﹤0.01%
+100
822
$14.9K ﹤0.01%
+165
823
$14.9K ﹤0.01%
+200
824
$14.9K ﹤0.01%
+268
825
$14.9K ﹤0.01%
+238