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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
2701
$3.48K ﹤0.01%
+2,501
2702
$3.48K ﹤0.01%
+423
2703
$3.45K ﹤0.01%
+103
2704
$3.45K ﹤0.01%
+83
2705
$3.44K ﹤0.01%
+63
2706
$3.42K ﹤0.01%
+1,200
2707
$3.41K ﹤0.01%
+259
2708
$3.41K ﹤0.01%
+556
2709
$3.39K ﹤0.01%
+408
2710
$3.36K ﹤0.01%
+1,531
2711
$3.34K ﹤0.01%
+20,500
2712
$3.33K ﹤0.01%
+409
2713
$3.33K ﹤0.01%
+19,279
2714
$3.29K ﹤0.01%
+562
2715
$3.27K ﹤0.01%
+150
2716
$3.24K ﹤0.01%
+90
2717
$3.19K ﹤0.01%
+106
2718
$3.18K ﹤0.01%
+7,235
2719
$3.17K ﹤0.01%
+123
2720
$3.15K ﹤0.01%
+119
2721
$3.11K ﹤0.01%
+3,944
2722
$3.07K ﹤0.01%
+190
2723
$3.02K ﹤0.01%
+78
2724
$3.02K ﹤0.01%
+246
2725
$3K ﹤0.01%
+90
107 108
109
110 111