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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
2526
$6.04K ﹤0.01%
+240
2527
$6.02K ﹤0.01%
23,309
+6,754
2528
$5.96K ﹤0.01%
+6,350
2529
$5.92K ﹤0.01%
+9,286
2530
$5.92K ﹤0.01%
+105
2531
$5.92K ﹤0.01%
+9,045
2532
$5.86K ﹤0.01%
+1,906
2533
$5.83K ﹤0.01%
3,148
-138,299
2534
$5.82K ﹤0.01%
+3,051
2535
$5.81K ﹤0.01%
+1,211
2536
$5.81K ﹤0.01%
+128
2537
$5.77K ﹤0.01%
+175
2538
$5.75K ﹤0.01%
+200
2539
$5.75K ﹤0.01%
+2,676
2540
$5.73K ﹤0.01%
+613
2541
$5.71K ﹤0.01%
+168
2542
$5.7K ﹤0.01%
+179
2543
$5.69K ﹤0.01%
+731
2544
$5.69K ﹤0.01%
+75
2545
$5.68K ﹤0.01%
+294
2546
$5.67K ﹤0.01%
+1,615
2547
$5.66K ﹤0.01%
+148
2548
$5.65K ﹤0.01%
50,225
+8,725
2549
$5.61K ﹤0.01%
75,813
-196,377
2550
$5.59K ﹤0.01%
+356
100 101
102
103 104