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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
1176
$4.28K ﹤0.01%
+100
1177
$4.1K ﹤0.01%
+1,100
1178
$4.09K ﹤0.01%
+100
1179
$4.08K ﹤0.01%
+1,059
1180
$4.05K ﹤0.01%
+127
1181
$4.02K ﹤0.01%
+131
1182
$4.01K ﹤0.01%
+68
1183
$4.01K ﹤0.01%
+100
1184
$3.98K ﹤0.01%
+26
1185
$3.96K ﹤0.01%
+58
1186
$3.95K ﹤0.01%
+550
1187
$3.92K ﹤0.01%
+86
1188
$3.89K ﹤0.01%
186
-15,146
1189
$3.89K ﹤0.01%
+23
1190
$3.85K ﹤0.01%
+600
1191
$3.84K ﹤0.01%
+58
1192
$3.84K ﹤0.01%
+10
1193
$3.84K ﹤0.01%
+3,000
1194
$3.82K ﹤0.01%
+2,075
1195
$3.79K ﹤0.01%
+111
1196
$3.77K ﹤0.01%
+100
1197
$3.77K ﹤0.01%
+160
1198
$3.75K ﹤0.01%
+100
1199
$3.73K ﹤0.01%
+49
1200
$3.73K ﹤0.01%
+38
46 47
48
49 50