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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
2926
$1.43K ﹤0.01%
+45
2927
$1.43K ﹤0.01%
+27
2928
$1.42K ﹤0.01%
+701
2929
$1.42K ﹤0.01%
+25
2930
$1.42K ﹤0.01%
+8,110
2931
$1.41K ﹤0.01%
+28
2932
$1.4K ﹤0.01%
+1,432
2933
$1.39K ﹤0.01%
+1,737
2934
$1.37K ﹤0.01%
+62
2935
$1.37K ﹤0.01%
+71
2936
$1.37K ﹤0.01%
+21
2937
$1.37K ﹤0.01%
+16
2938
$1.37K ﹤0.01%
+27
2939
$1.36K ﹤0.01%
159,151
-1,113
2940
$1.35K ﹤0.01%
+15
2941
$1.34K ﹤0.01%
+64,523
2942
$1.34K ﹤0.01%
+186
2943
$1.34K ﹤0.01%
+42
2944
$1.33K ﹤0.01%
+60,208
2945
$1.32K ﹤0.01%
+8
2946
$1.32K ﹤0.01%
+293
2947
$1.31K ﹤0.01%
+95
2948
$1.31K ﹤0.01%
+2,222
2949
$1.3K ﹤0.01%
+710
2950
$1.3K ﹤0.01%
+455
116 117
118
119 120