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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
976
$9.72K ﹤0.01%
+700
977
$9.68K ﹤0.01%
+6
978
$9.66K ﹤0.01%
+207
979
$9.61K ﹤0.01%
+1,260
980
$9.61K ﹤0.01%
+100
981
$9.61K ﹤0.01%
+271
982
$9.58K ﹤0.01%
+850
983
$9.51K ﹤0.01%
+305
984
$9.49K ﹤0.01%
+187
985
$9.46K ﹤0.01%
+400
986
$9.4K ﹤0.01%
+300
987
$9.39K ﹤0.01%
+147
988
$9.38K ﹤0.01%
+955
989
$9.36K ﹤0.01%
+296
990
$9.3K ﹤0.01%
+186
991
$9.3K ﹤0.01%
+248
992
$9.3K ﹤0.01%
+240
993
$9.26K ﹤0.01%
+620
994
$9.24K ﹤0.01%
+101
995
$9.24K ﹤0.01%
+270
996
$9.2K ﹤0.01%
+29
997
$9.15K ﹤0.01%
+189
998
$9.14K ﹤0.01%
+104
999
$9.13K ﹤0.01%
+526
1000
$9.12K ﹤0.01%
+505