NA

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
876
$12.7K ﹤0.01%
+145
877
$12.7K ﹤0.01%
+125
878
$12.7K ﹤0.01%
+317
879
$12.5K ﹤0.01%
+334
880
$12.5K ﹤0.01%
+165
881
$12.5K ﹤0.01%
+298
882
$12.4K ﹤0.01%
+1,000
883
$12.4K ﹤0.01%
+61
884
$12.3K ﹤0.01%
+360
885
$12.3K ﹤0.01%
+331
886
$12.3K ﹤0.01%
+290
887
$12.2K ﹤0.01%
+400
888
$12.2K ﹤0.01%
+100
889
$12.1K ﹤0.01%
+895
890
$12.1K ﹤0.01%
+1,242
891
$12.1K ﹤0.01%
+426
892
$12.1K ﹤0.01%
+288
893
$12.1K ﹤0.01%
+391
894
$12K ﹤0.01%
+296
895
$12K ﹤0.01%
+217
896
$11.9K ﹤0.01%
+177
897
$11.9K ﹤0.01%
+411
898
$11.8K ﹤0.01%
+330
899
$11.8K ﹤0.01%
+1,000
900
$11.8K ﹤0.01%
+1,143
34 35
36
37 38