NA

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
2476
$6.96K ﹤0.01%
+2,742
2477
$6.95K ﹤0.01%
+328
2478
$6.95K ﹤0.01%
+6,845
2479
$6.93K ﹤0.01%
+55
2480
$6.85K ﹤0.01%
+252
2481
$6.83K ﹤0.01%
407
-11,485
2482
$6.78K ﹤0.01%
+6,038
2483
$6.78K ﹤0.01%
+2,040
2484
$6.77K ﹤0.01%
+482
2485
$6.74K ﹤0.01%
19,297
-3,756
2486
$6.73K ﹤0.01%
+474
2487
$6.73K ﹤0.01%
+162
2488
$6.72K ﹤0.01%
+6,775
2489
$6.71K ﹤0.01%
+555
2490
$6.7K ﹤0.01%
+990
2491
$6.7K ﹤0.01%
+778
2492
$6.69K ﹤0.01%
+353
2493
$6.68K ﹤0.01%
+585
2494
$6.67K ﹤0.01%
11,362
+421
2495
$6.67K ﹤0.01%
+970
2496
$6.65K ﹤0.01%
+380
2497
$6.61K ﹤0.01%
192,544
-7,000
2498
$6.59K ﹤0.01%
+119
2499
$6.59K ﹤0.01%
+1,408
2500
$6.58K ﹤0.01%
+645
98 99
100
101 102