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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
251
$3.18M 0.09%
37,878
+9,685
252
$3.16M 0.09%
20,773
+6,196
253
$3.16M 0.09%
42,089
+13,780
254
$3.14M 0.08%
99,787
+58,697
255
$3.13M 0.08%
21,086
+606
256
$3.13M 0.08%
108,918
257
$3.06M 0.08%
46,817
+15,542
258
$3.05M 0.08%
+123,140
259
$3.05M 0.08%
109,160
+1,187
260
$3.03M 0.08%
27,563
+16,653
261
$3.01M 0.08%
27,937
+4,413
262
$3M 0.08%
20,668
+5,129
263
$2.98M 0.08%
18,063
+4,020
264
$2.95M 0.08%
28,405
+8,130
265
$2.94M 0.08%
63,762
+8,827
266
$2.93M 0.08%
30,957
+6,267
267
$2.92M 0.08%
60,023
-17,500
268
$2.89M 0.08%
42,075
-1,197
269
$2.89M 0.08%
37,229
+21,342
270
$2.88M 0.08%
91,366
+25,754
271
$2.84M 0.08%
41,146
-7,492
272
$2.83M 0.08%
72,259
+8,441
273
$2.79M 0.08%
12,280
+1,524
274
$2.79M 0.08%
+135,310
275
$2.77M 0.07%
74,569
-1,278
9 10
11
12 13