NA
NewEdge Advisors Portfolio holdings
AUM
$19.4B
This Quarter Return
+4.33%
1 Year Return
+18.33%
3 Year Return
+66.44%
5 Year Return
+121.13%
10 Year Return
+255.56%
AUM
$129M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.19%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
|
$10.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$7.92M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$7.77M |
| 4 |
Invesco Dorsey Wright Momentum ETF
PDP
|
$7.77M |
| 5 |
Cemex
CX
|
$6.65M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 10.17% |
| 2 | Materials | 9.63% |
| 3 | Utilities | 6.3% |
| 4 | Consumer Staples | 6% |
| 5 | Consumer Discretionary | 5.95% |
