NA

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
2851
$1.95K ﹤0.01%
+359
2852
$1.95K ﹤0.01%
+363
2853
$1.92K ﹤0.01%
+25
2854
$1.92K ﹤0.01%
+14,075
2855
$1.88K ﹤0.01%
+50
2856
$1.87K ﹤0.01%
+115
2857
$1.86K ﹤0.01%
+55
2858
$1.84K ﹤0.01%
+130
2859
$1.84K ﹤0.01%
+83
2860
$1.83K ﹤0.01%
+27
2861
$1.82K ﹤0.01%
+347
2862
$1.8K ﹤0.01%
+95
2863
$1.8K ﹤0.01%
+133
2864
$1.8K ﹤0.01%
+101
2865
$1.79K ﹤0.01%
+96
2866
$1.79K ﹤0.01%
+878
2867
$1.79K ﹤0.01%
+65
2868
$1.78K ﹤0.01%
+725
2869
$1.78K ﹤0.01%
+5,062
2870
$1.76K ﹤0.01%
+1,003
2871
$1.75K ﹤0.01%
35,410
+4,760
2872
$1.75K ﹤0.01%
+2,798
2873
$1.75K ﹤0.01%
+58
2874
$1.74K ﹤0.01%
+2,615
2875
$1.73K ﹤0.01%
+80
113 114
115
116 117