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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
1326
$1.59K ﹤0.01%
+200
1327
$1.52K ﹤0.01%
+28
1328
$1.49K ﹤0.01%
+120
1329
$1.43K ﹤0.01%
+100
1330
$1.41K ﹤0.01%
+217
1331
$1.41K ﹤0.01%
+10
1332
$1.38K ﹤0.01%
+64
1333
$1.36K ﹤0.01%
+305
1334
$1.34K ﹤0.01%
+109
1335
$1.31K ﹤0.01%
+100
1336
$1.3K ﹤0.01%
+12
1337
$1.29K ﹤0.01%
+14
1338
$1.29K ﹤0.01%
+32
1339
$1.25K ﹤0.01%
+6
1340
$1.21K ﹤0.01%
+46
1341
$1.19K ﹤0.01%
+1
1342
$1.16K ﹤0.01%
+41
1343
$1.12K ﹤0.01%
+21
1344
$1.11K ﹤0.01%
+300
1345
$1.1K ﹤0.01%
+18
1346
$1.09K ﹤0.01%
+50
1347
$1.08K ﹤0.01%
+1
1348
$1.06K ﹤0.01%
+100
1349
$1.03K ﹤0.01%
+40
1350
$1.02K ﹤0.01%
+64
52 53
54
55 56