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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
851
$13.4K ﹤0.01%
+526
852
$13.4K ﹤0.01%
+100
853
$13.3K ﹤0.01%
+1,000
854
$13.3K ﹤0.01%
+282
855
$13.3K ﹤0.01%
+91
856
$13.2K ﹤0.01%
+400
857
$13.2K ﹤0.01%
+406
858
$13.2K ﹤0.01%
+249
859
$13.1K ﹤0.01%
+435
860
$13.1K ﹤0.01%
+1,217
861
$13K ﹤0.01%
+205
862
$13K ﹤0.01%
+149
863
$12.9K ﹤0.01%
+87
864
$12.9K ﹤0.01%
+309
865
$12.9K ﹤0.01%
+405
866
$12.9K ﹤0.01%
+90
867
$12.9K ﹤0.01%
+878
868
$12.9K ﹤0.01%
+2,117
869
$12.8K ﹤0.01%
+1,335
870
$12.8K ﹤0.01%
+1,020
871
$12.8K ﹤0.01%
+145
872
$12.8K ﹤0.01%
+631
873
$12.8K ﹤0.01%
+1,300
874
$12.7K ﹤0.01%
+956
875
$12.7K ﹤0.01%
+1,100
33 34
35
36 37