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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
1126
$5.41K ﹤0.01%
+188
1127
$5.37K ﹤0.01%
+92
1128
$5.35K ﹤0.01%
+186
1129
$5.35K ﹤0.01%
+111
1130
$5.32K ﹤0.01%
+372
1131
$5.27K ﹤0.01%
+498
1132
$5.26K ﹤0.01%
+100
1133
$5.25K ﹤0.01%
+682
1134
$5.22K ﹤0.01%
+1,800
1135
$5.18K ﹤0.01%
+140
1136
$5.18K ﹤0.01%
+94
1137
$5.17K ﹤0.01%
+79
1138
$5.17K ﹤0.01%
+300
1139
$5.17K ﹤0.01%
+100
1140
$5.12K ﹤0.01%
+96
1141
$5.12K ﹤0.01%
+100
1142
$5.11K ﹤0.01%
+340
1143
$5.08K ﹤0.01%
+223
1144
$5.06K ﹤0.01%
+75
1145
$5.05K ﹤0.01%
+75
1146
$5K ﹤0.01%
+200
1147
$5K ﹤0.01%
+68
1148
$4.99K ﹤0.01%
+82
1149
$4.98K ﹤0.01%
+85
1150
$4.96K ﹤0.01%
+100