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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
2826
$2.07K ﹤0.01%
+1,967
2827
$2.07K ﹤0.01%
+25
2828
$2.07K ﹤0.01%
+1,449
2829
$2.07K ﹤0.01%
+35
2830
$2.07K ﹤0.01%
+37
2831
$2.05K ﹤0.01%
+130
2832
$2.03K ﹤0.01%
+54
2833
$2.03K ﹤0.01%
+85
2834
$2.03K ﹤0.01%
+108
2835
$2.02K ﹤0.01%
+554
2836
$2.02K ﹤0.01%
1,448
-7,432
2837
$2.02K ﹤0.01%
121,297
+1,368
2838
$2.01K ﹤0.01%
+114
2839
$2K ﹤0.01%
+2,444
2840
$2K ﹤0.01%
+265
2841
$2K ﹤0.01%
53,066
-16,269
2842
$1.99K ﹤0.01%
+200
2843
$1.98K ﹤0.01%
+1,154
2844
$1.98K ﹤0.01%
+36
2845
$1.98K ﹤0.01%
+98
2846
$1.97K ﹤0.01%
+56
2847
$1.97K ﹤0.01%
+161
2848
$1.97K ﹤0.01%
+8
2849
$1.96K ﹤0.01%
+230
2850
$1.95K ﹤0.01%
+299
112 113
114
115 116