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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
2726
$2.99K ﹤0.01%
+58
2727
$2.95K ﹤0.01%
+206
2728
$2.94K ﹤0.01%
26,638
+1,437
2729
$2.93K ﹤0.01%
+906
2730
$2.93K ﹤0.01%
+68
2731
$2.92K ﹤0.01%
+342
2732
$2.91K ﹤0.01%
+5,401
2733
$2.9K ﹤0.01%
6,717
+1,201
2734
$2.87K ﹤0.01%
+886
2735
$2.87K ﹤0.01%
+92
2736
$2.86K ﹤0.01%
+1,394
2737
$2.86K ﹤0.01%
189
-8,969
2738
$2.83K ﹤0.01%
+281
2739
$2.83K ﹤0.01%
+52
2740
$2.83K ﹤0.01%
+87
2741
$2.82K ﹤0.01%
+414
2742
$2.82K ﹤0.01%
+150
2743
$2.79K ﹤0.01%
114,607
+13,266
2744
$2.77K ﹤0.01%
+1,666
2745
$2.77K ﹤0.01%
56,161
+47,277
2746
$2.74K ﹤0.01%
+2,190
2747
$2.74K ﹤0.01%
+406
2748
$2.73K ﹤0.01%
110,456
+14,675
2749
$2.73K ﹤0.01%
+970
2750
$2.71K ﹤0.01%
+114
108 109
110
111 112