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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
2676
$3.76K ﹤0.01%
+537
2677
$3.76K ﹤0.01%
+250
2678
$3.76K ﹤0.01%
13,668
-11,426
2679
$3.73K ﹤0.01%
+70
2680
$3.72K ﹤0.01%
+50
2681
$3.71K ﹤0.01%
+116
2682
$3.7K ﹤0.01%
+143
2683
$3.68K ﹤0.01%
+73
2684
$3.68K ﹤0.01%
+20
2685
$3.67K ﹤0.01%
1,254
-7,003
2686
$3.66K ﹤0.01%
+242
2687
$3.64K ﹤0.01%
+457
2688
$3.63K ﹤0.01%
+21,704
2689
$3.63K ﹤0.01%
+213
2690
$3.62K ﹤0.01%
21,955
-270
2691
$3.61K ﹤0.01%
+102
2692
$3.59K ﹤0.01%
+81
2693
$3.57K ﹤0.01%
+44
2694
$3.56K ﹤0.01%
+500
2695
$3.56K ﹤0.01%
+351
2696
$3.55K ﹤0.01%
+282
2697
$3.53K ﹤0.01%
+4,920
2698
$3.52K ﹤0.01%
+518
2699
$3.51K ﹤0.01%
+284
2700
$3.49K ﹤0.01%
+225
106 107
108
109 110