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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
1226
$3.24K ﹤0.01%
+400
1227
$3.24K ﹤0.01%
+185
1228
$3.22K ﹤0.01%
+400
1229
$3.21K ﹤0.01%
+76
1230
$3.21K ﹤0.01%
+95
1231
$3.14K ﹤0.01%
+700
1232
$3.12K ﹤0.01%
+53
1233
$3.12K ﹤0.01%
+700
1234
– –
0
1235
$3.11K ﹤0.01%
+1
1236
$3.09K ﹤0.01%
+107
1237
$3.06K ﹤0.01%
+187
1238
$3.06K ﹤0.01%
+110
1239
$3K ﹤0.01%
+90
1240
$2.94K ﹤0.01%
+23
1241
$2.93K ﹤0.01%
+50
1242
$2.93K ﹤0.01%
+100
1243
$2.93K ﹤0.01%
+165
1244
$2.92K ﹤0.01%
+85
1245
$2.9K ﹤0.01%
+49
1246
$2.89K ﹤0.01%
+118
1247
$2.89K ﹤0.01%
+75
1248
$2.87K ﹤0.01%
+57
1249
$2.86K ﹤0.01%
+35
1250
$2.86K ﹤0.01%
+34
48 49
50
51 52