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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
$3.71B
AUM Growth
-$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,295
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$24.3M
3
+$16.5M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$15.4M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$11.5M

Top Sells

1
+$28.1M
2
+$20.6M
3
+$16.3M
4
UNP icon
Union Pacific
UNP
+$12.2M
5
SH icon
ProShares Short S&P500
SH
+$11.7M

Sector Composition

1 Technology 8.45%
2 Healthcare 6.22%
3 Financials 4.93%
4 Energy 3.58%
5 Consumer Discretionary 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.58M 0.1%
24,837
+21,503
227
$3.57M 0.1%
69,490
-9,026
228
$3.55M 0.1%
22,924
+2,748
229
$3.55M 0.1%
78,442
+64,169
230
$3.55M 0.1%
94,298
+11,636
231
$3.52M 0.1%
161,937
+27,067
232
$3.51M 0.09%
94,506
+40,383
233
$3.5M 0.09%
296,997
+41,823
234
$3.46M 0.09%
93,605
-48,424
235
$3.42M 0.09%
13,469
+2,453
236
$3.42M 0.09%
251,471
+147,163
237
$3.41M 0.09%
171,463
+45
238
$3.39M 0.09%
185,883
+27,622
239
$3.38M 0.09%
16,517
+1,157
240
$3.34M 0.09%
80,512
+8,634
241
$3.33M 0.09%
208,149
-3,195
242
$3.31M 0.09%
45,270
+7,163
243
$3.31M 0.09%
157,266
+16,632
244
$3.28M 0.09%
497,056
+66,464
245
$3.26M 0.09%
58,711
+5,018
246
$3.26M 0.09%
66,655
-1,108
247
$3.24M 0.09%
36,452
+605
248
$3.21M 0.09%
49,539
+8,304
249
$3.18M 0.09%
67,026
+1,764
250
$3.18M 0.09%
61,392
+7,059
8 9
10
11 12