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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
1251
$2.83K ﹤0.01%
+237
1252
$2.83K ﹤0.01%
+77
1253
$2.83K ﹤0.01%
+51
1254
$2.82K ﹤0.01%
+1,281
1255
$2.79K ﹤0.01%
+75
1256
$2.76K ﹤0.01%
+51
1257
$2.75K ﹤0.01%
+69
1258
$2.72K ﹤0.01%
+26
1259
$2.72K ﹤0.01%
+37
1260
$2.71K ﹤0.01%
+56
1261
$2.7K ﹤0.01%
+73
1262
$2.7K ﹤0.01%
+36
1263
$2.67K ﹤0.01%
+200
1264
$2.64K ﹤0.01%
+48
1265
$2.63K ﹤0.01%
+450
1266
$2.59K ﹤0.01%
+160
1267
$2.55K ﹤0.01%
+488
1268
$2.54K ﹤0.01%
+68
1269
$2.53K ﹤0.01%
+55
1270
$2.51K ﹤0.01%
+18
1271
$2.5K ﹤0.01%
+149
1272
$2.48K ﹤0.01%
+21
1273
$2.46K ﹤0.01%
+40
1274
$2.45K ﹤0.01%
+157
1275
$2.4K ﹤0.01%
+52
49 50
51
52 53