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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
1026
$8.27K ﹤0.01%
+300
1027
$8.26K ﹤0.01%
+99
1028
$8.22K ﹤0.01%
+300
1029
$8.21K ﹤0.01%
+500
1030
$8.19K ﹤0.01%
+75
1031
$8.17K ﹤0.01%
+949
1032
$8.11K ﹤0.01%
+252
1033
$8.11K ﹤0.01%
+300
1034
$8.11K ﹤0.01%
+380
1035
$8.07K ﹤0.01%
+792
1036
$8.03K ﹤0.01%
+90
1037
$7.98K ﹤0.01%
+670
1038
$7.93K ﹤0.01%
+434
1039
$7.92K ﹤0.01%
+998
1040
$7.91K ﹤0.01%
+200
1041
$7.87K ﹤0.01%
+180
1042
$7.8K ﹤0.01%
+158
1043
$7.79K ﹤0.01%
+153
1044
$7.76K ﹤0.01%
+100
1045
$7.75K ﹤0.01%
+235
1046
$7.75K ﹤0.01%
+1,200
1047
$7.75K ﹤0.01%
+106
1048
$7.75K ﹤0.01%
+118
1049
$7.7K ﹤0.01%
+50
1050
$7.68K ﹤0.01%
+47
40 41
42
43 44