NA

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
1051
$7.66K ﹤0.01%
+3,361
1052
$7.64K ﹤0.01%
+147
1053
$7.58K ﹤0.01%
+3
1054
$7.57K ﹤0.01%
+252
1055
$7.56K ﹤0.01%
+355
1056
$7.51K ﹤0.01%
+206
1057
$7.44K ﹤0.01%
+1,000
1058
$7.42K ﹤0.01%
+84
1059
$7.41K ﹤0.01%
+105
1060
$7.39K ﹤0.01%
+584
1061
$7.39K ﹤0.01%
+116
1062
$7.39K ﹤0.01%
+118
1063
$7.38K ﹤0.01%
+4,100
1064
$7.35K ﹤0.01%
+66
1065
$7.34K ﹤0.01%
+400
1066
$7.33K ﹤0.01%
+727
1067
$7.29K ﹤0.01%
+161
1068
$7.19K ﹤0.01%
+357
1069
$7.19K ﹤0.01%
+30
1070
$7.18K ﹤0.01%
+214
1071
$7.17K ﹤0.01%
+400
1072
$7.08K ﹤0.01%
+675
1073
$7.06K ﹤0.01%
+366
1074
$7.01K ﹤0.01%
+157
1075
$7.01K ﹤0.01%
+330
41 42
43
44 45