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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
2776
$2.57K ﹤0.01%
+65
2777
$2.55K ﹤0.01%
101,408
+16,856
2778
$2.54K ﹤0.01%
13,601
+360
2779
$2.54K ﹤0.01%
+98
2780
$2.53K ﹤0.01%
+139
2781
$2.53K ﹤0.01%
3,629
+17
2782
$2.52K ﹤0.01%
+112
2783
$2.51K ﹤0.01%
106,669
+18,450
2784
$2.5K ﹤0.01%
+2,001
2785
$2.5K ﹤0.01%
11,321
-5,641
2786
$2.42K ﹤0.01%
+106
2787
$2.41K ﹤0.01%
+200
2788
$2.4K ﹤0.01%
+7,741
2789
$2.4K ﹤0.01%
+367
2790
$2.39K ﹤0.01%
+86
2791
$2.37K ﹤0.01%
+111
2792
$2.36K ﹤0.01%
+138
2793
$2.36K ﹤0.01%
+69
2794
$2.36K ﹤0.01%
+335
2795
$2.34K ﹤0.01%
+99
2796
$2.34K ﹤0.01%
+153
2797
– –
0
2798
$2.3K ﹤0.01%
+401
2799
$2.3K ﹤0.01%
+673
2800
$2.3K ﹤0.01%
+256
110 111
112
113 114