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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
1276
$2.4K ﹤0.01%
+137
1277
$2.37K ﹤0.01%
+28
1278
$2.36K ﹤0.01%
+200
1279
$2.35K ﹤0.01%
+100
1280
$2.34K ﹤0.01%
+20
1281
$2.34K ﹤0.01%
+207
1282
$2.29K ﹤0.01%
+40
1283
$2.28K ﹤0.01%
+108
1284
$2.28K ﹤0.01%
+25
1285
$2.27K ﹤0.01%
+71
1286
$2.24K ﹤0.01%
+43
1287
$2.21K ﹤0.01%
+115
1288
$2.2K ﹤0.01%
+41
1289
$2.2K ﹤0.01%
+38
1290
$2.2K ﹤0.01%
+70
1291
$2.19K ﹤0.01%
+80
1292
$2.18K ﹤0.01%
+22
1293
$2.17K ﹤0.01%
+26
1294
$2.16K ﹤0.01%
+46
1295
$2.15K ﹤0.01%
+100
1296
$2.15K ﹤0.01%
+39
1297
$2.15K ﹤0.01%
+30
1298
$2.14K ﹤0.01%
+41
1299
$2.14K ﹤0.01%
+52
1300
$2.12K ﹤0.01%
+88
50 51
52
53 54