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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
826
$14.8K ﹤0.01%
+454
827
$14.7K ﹤0.01%
+2,000
828
$14.7K ﹤0.01%
+786
829
$14.6K ﹤0.01%
+446
830
$14.6K ﹤0.01%
+1,149
831
$14.6K ﹤0.01%
+556
832
$14.5K ﹤0.01%
+881
833
$14.5K ﹤0.01%
+84
834
$14.4K ﹤0.01%
+742
835
$14.4K ﹤0.01%
+396
836
$14.3K ﹤0.01%
+111
837
$14.3K ﹤0.01%
+5,000
838
$14.2K ﹤0.01%
+718
839
$14.2K ﹤0.01%
+298
840
$14.1K ﹤0.01%
+642
841
$14K ﹤0.01%
+382
842
$13.9K ﹤0.01%
+170
843
$13.9K ﹤0.01%
+122
844
$13.9K ﹤0.01%
+390
845
$13.8K ﹤0.01%
+1,045
846
$13.8K ﹤0.01%
+236
847
$13.6K ﹤0.01%
+184
848
$13.5K ﹤0.01%
+698
849
$13.4K ﹤0.01%
+250
850
$13.4K ﹤0.01%
+727