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NewEdge Advisors Portfolio holdings
AUM
$19.4B
This Quarter Return
+1.78%
1 Year Return
+18.33%
3 Year Return
+66.44%
5 Year Return
+121.13%
10 Year Return
+255.56%
AUM
$140M
AUM Growth
+$140M
(+8.8%)
Cap. Flow
+$9.41M
Cap. Flow
% of AUM
6.7%
Top 10 Holdings %
Top 10 Hldgs %
47.36%
Holding
76
New
18
Increased
38
Reduced
7
Closed
13
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$11.6M |
| 2 |
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
|
$1.68M |
| 3 |
CMS Energy
CMS
|
$1.67M |
| 4 |
McDonald's
MCD
|
$906K |
| 5 |
ARG
AIRGAS INC
ARG
|
$856K |
Top Sells
| 1 |
Cemex
CX
|
$6.65M |
| 2 |
Brown & Brown
BRO
|
$4.82M |
| 3 |
Intel
INTC
|
$2M |
| 4 |
First Trust NASDAQ Technology Dividend Index Fund
TDIV
|
$1.75M |
| 5 |
IBM
IBM
|
$795K |
Sector Composition
| 1 | Industrials | 9.83% |
| 2 | Utilities | 9.04% |
| 3 | Consumer Staples | 6.29% |
| 4 | Consumer Discretionary | 5.71% |
| 5 | Materials | 4.37% |