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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
1376
$337 ﹤0.01%
+7
1377
$335 ﹤0.01%
+7
1378
$327 ﹤0.01%
+30
1379
$323 ﹤0.01%
+15
1380
$320 ﹤0.01%
+9
1381
$318 ﹤0.01%
+32
1382
$284 ﹤0.01%
+25
1383
$277 ﹤0.01%
+8
1384
$274 ﹤0.01%
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1385
$252 ﹤0.01%
+10
1386
$247 ﹤0.01%
+20
1387
$243 ﹤0.01%
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1388
$243 ﹤0.01%
+14
1389
$241 ﹤0.01%
+8
1390
$223 ﹤0.01%
+2
1391
$217 ﹤0.01%
+12
1392
-11,414
1393
-7,744