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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
1151
$4.96K ﹤0.01%
+87
1152
$4.93K ﹤0.01%
+200
1153
$4.92K ﹤0.01%
+232
1154
$4.91K ﹤0.01%
+98
1155
$4.9K ﹤0.01%
+115
1156
$4.84K ﹤0.01%
+203
1157
$4.83K ﹤0.01%
+760
1158
$4.82K ﹤0.01%
+2,524
1159
$4.8K ﹤0.01%
+2,425
1160
$4.7K ﹤0.01%
+250
1161
$4.68K ﹤0.01%
+339
1162
$4.68K ﹤0.01%
+81
1163
$4.67K ﹤0.01%
+38
1164
$4.67K ﹤0.01%
+1,000
1165
$4.62K ﹤0.01%
+59
1166
$4.57K ﹤0.01%
+93
1167
$4.53K ﹤0.01%
+1,291
1168
$4.52K ﹤0.01%
+51
1169
$4.5K ﹤0.01%
+45
1170
$4.47K ﹤0.01%
+535
1171
$4.4K ﹤0.01%
+315
1172
$4.36K ﹤0.01%
+100
1173
$4.34K ﹤0.01%
+200
1174
$4.33K ﹤0.01%
+86
1175
$4.28K ﹤0.01%
+50
45 46
47
48 49