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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
1201
$3.71K ﹤0.01%
+106
1202
$3.69K ﹤0.01%
+75
1203
$3.65K ﹤0.01%
+537
1204
$3.65K ﹤0.01%
+115
1205
$3.63K ﹤0.01%
+27
1206
$3.62K ﹤0.01%
+5
1207
$3.61K ﹤0.01%
+200
1208
$3.61K ﹤0.01%
+200
1209
$3.6K ﹤0.01%
+500
1210
$3.58K ﹤0.01%
+255
1211
$3.57K ﹤0.01%
+6
1212
$3.56K ﹤0.01%
+60
1213
$3.54K ﹤0.01%
+125
1214
$3.54K ﹤0.01%
+83
1215
$3.52K ﹤0.01%
+200
1216
$3.5K ﹤0.01%
+192
1217
$3.49K ﹤0.01%
+118
1218
$3.47K ﹤0.01%
+100
1219
$3.47K ﹤0.01%
+100
1220
$3.43K ﹤0.01%
+39
1221
$3.41K ﹤0.01%
+162
1222
$3.37K ﹤0.01%
+81
1223
$3.33K ﹤0.01%
+74
1224
$3.32K ﹤0.01%
+214
1225
$3.27K ﹤0.01%
+100
47 48
49
50 51