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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
926
$11.1K ﹤0.01%
+214
927
$11.1K ﹤0.01%
+208
928
$11K ﹤0.01%
+177
929
$11K ﹤0.01%
+65
930
$11K ﹤0.01%
+200
931
$10.9K ﹤0.01%
+410
932
$10.9K ﹤0.01%
+293
933
$10.9K ﹤0.01%
+149
934
$10.9K ﹤0.01%
+240
935
$10.8K ﹤0.01%
+90
936
$10.8K ﹤0.01%
+50
937
$10.8K ﹤0.01%
+364
938
$10.8K ﹤0.01%
+370
939
$10.8K ﹤0.01%
+172
940
$10.8K ﹤0.01%
+200
941
$10.7K ﹤0.01%
+170
942
$10.7K ﹤0.01%
+175
943
$10.7K ﹤0.01%
+115
944
$10.7K ﹤0.01%
+202
945
$10.7K ﹤0.01%
+1,067
946
$10.6K ﹤0.01%
+310
947
$10.6K ﹤0.01%
+173
948
$10.5K ﹤0.01%
+270
949
$10.4K ﹤0.01%
+289
950
$10.4K ﹤0.01%
204
-8,858