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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
1301
$2.12K ﹤0.01%
+200
1302
$2.1K ﹤0.01%
+200
1303
$2.08K ﹤0.01%
+56
1304
$2.07K ﹤0.01%
+50
1305
$2.07K ﹤0.01%
+58
1306
$2.07K ﹤0.01%
+100
1307
$2.06K ﹤0.01%
+56
1308
$2.05K ﹤0.01%
+23
1309
$2.04K ﹤0.01%
+80
1310
$2.02K ﹤0.01%
+70
1311
$1.97K ﹤0.01%
+200
1312
$1.97K ﹤0.01%
+75
1313
$1.93K ﹤0.01%
+41
1314
$1.9K ﹤0.01%
+169
1315
$1.87K ﹤0.01%
+60
1316
$1.85K ﹤0.01%
+41
1317
$1.81K ﹤0.01%
+50
1318
$1.79K ﹤0.01%
+50
1319
$1.77K ﹤0.01%
+20
1320
$1.76K ﹤0.01%
+70
1321
$1.73K ﹤0.01%
+20
1322
$1.67K ﹤0.01%
+23
1323
$1.63K ﹤0.01%
+1
1324
$1.62K ﹤0.01%
+80
1325
$1.6K ﹤0.01%
+126
51 52
53
54 55