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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
1001
$9.09K ﹤0.01%
+276
1002
$9.07K ﹤0.01%
+775
1003
$9.03K ﹤0.01%
3,639
-6,773
1004
$9K ﹤0.01%
+300
1005
$8.99K ﹤0.01%
+247
1006
$8.89K ﹤0.01%
+115
1007
$8.89K ﹤0.01%
+300
1008
$8.88K ﹤0.01%
+55
1009
$8.87K ﹤0.01%
+111
1010
$8.79K ﹤0.01%
+60
1011
$8.78K ﹤0.01%
+1,000
1012
$8.7K ﹤0.01%
+163
1013
$8.64K ﹤0.01%
+200
1014
$8.63K ﹤0.01%
+65
1015
$8.63K ﹤0.01%
+245
1016
$8.61K ﹤0.01%
+336
1017
$8.6K ﹤0.01%
+138
1018
$8.56K ﹤0.01%
+169
1019
$8.56K ﹤0.01%
+100
1020
$8.34K ﹤0.01%
+694
1021
$8.32K ﹤0.01%
+250
1022
$8.29K ﹤0.01%
+1,000
1023
$8.29K ﹤0.01%
+600
1024
$8.27K ﹤0.01%
218
-7,264
1025
$8.27K ﹤0.01%
+190
39 40
41
42 43