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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
901
$11.7K ﹤0.01%
+50
902
$11.7K ﹤0.01%
+145
903
$11.7K ﹤0.01%
+250
904
$11.7K ﹤0.01%
+621
905
$11.6K ﹤0.01%
+350
906
$11.6K ﹤0.01%
+135
907
$11.6K ﹤0.01%
+250
908
$11.5K ﹤0.01%
+600
909
$11.4K ﹤0.01%
+145
910
$11.4K ﹤0.01%
+252
911
$11.4K ﹤0.01%
+125
912
$11.4K ﹤0.01%
+620
913
$11.4K ﹤0.01%
+310
914
$11.3K ﹤0.01%
+500
915
$11.3K ﹤0.01%
+259
916
$11.3K ﹤0.01%
+300
917
$11.3K ﹤0.01%
+101
918
$11.3K ﹤0.01%
+167
919
$11.3K ﹤0.01%
+185
920
$11.3K ﹤0.01%
+69
921
$11.3K ﹤0.01%
+275
922
$11.2K ﹤0.01%
+308
923
$11.2K ﹤0.01%
+390
924
$11.2K ﹤0.01%
+400
925
$11.2K ﹤0.01%
+300