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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
951
$10.4K ﹤0.01%
+201
952
$10.4K ﹤0.01%
+85
953
$10.2K ﹤0.01%
+400
954
$10.2K ﹤0.01%
+300
955
$10.2K ﹤0.01%
+205
956
$10.1K ﹤0.01%
+232
957
$10K ﹤0.01%
+195
958
$10K ﹤0.01%
+500
959
$10K ﹤0.01%
+100
960
$9.96K ﹤0.01%
+420
961
$9.92K ﹤0.01%
+189
962
$9.92K ﹤0.01%
+600
963
$9.91K ﹤0.01%
+70
964
$9.89K ﹤0.01%
+200
965
$9.88K ﹤0.01%
+1,500
966
$9.88K ﹤0.01%
+170
967
$9.87K ﹤0.01%
+405
968
$9.84K ﹤0.01%
+152
969
$9.83K ﹤0.01%
+188
970
$9.83K ﹤0.01%
+160
971
$9.83K ﹤0.01%
+100
972
$9.82K ﹤0.01%
+153
973
$9.81K ﹤0.01%
+245
974
$9.79K ﹤0.01%
+75
975
$9.77K ﹤0.01%
+86