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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
2876
$1.72K ﹤0.01%
+40
2877
$1.72K ﹤0.01%
+1,890
2878
$1.72K ﹤0.01%
+68
2879
$1.71K ﹤0.01%
+34
2880
$1.71K ﹤0.01%
+30
2881
$1.7K ﹤0.01%
17,022
+4
2882
$1.7K ﹤0.01%
+41
2883
$1.69K ﹤0.01%
+2,809
2884
$1.65K ﹤0.01%
+86
2885
$1.65K ﹤0.01%
+681
2886
$1.65K ﹤0.01%
+1,500
2887
$1.65K ﹤0.01%
+58
2888
$1.65K ﹤0.01%
+1,381
2889
$1.64K ﹤0.01%
+30,261
2890
$1.63K ﹤0.01%
+2,288
2891
$1.62K ﹤0.01%
+123
2892
$1.61K ﹤0.01%
+35
2893
$1.59K ﹤0.01%
+135
2894
$1.59K ﹤0.01%
+23,276
2895
$1.59K ﹤0.01%
+30
2896
$1.59K ﹤0.01%
+38
2897
$1.58K ﹤0.01%
+302
2898
$1.56K ﹤0.01%
+1,382
2899
$1.56K ﹤0.01%
+38
2900
$1.56K ﹤0.01%
+49,470
114 115
116
117 118