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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
2976
$1.22K ﹤0.01%
180
-15,177
2977
$1.22K ﹤0.01%
+903
2978
$1.2K ﹤0.01%
+535
2979
$1.2K ﹤0.01%
+13
2980
$1.2K ﹤0.01%
+64
2981
$1.2K ﹤0.01%
+37
2982
$1.2K ﹤0.01%
23,684
+17,689
2983
$1.2K ﹤0.01%
+39
2984
$1.19K ﹤0.01%
+50
2985
$1.18K ﹤0.01%
+80
2986
$1.17K ﹤0.01%
+47
2987
$1.17K ﹤0.01%
+65
2988
$1.16K ﹤0.01%
310,000
-1,090
2989
$1.16K ﹤0.01%
+33
2990
$1.15K ﹤0.01%
+19
2991
$1.15K ﹤0.01%
+50
2992
$1.15K ﹤0.01%
+41
2993
$1.15K ﹤0.01%
+87
2994
$1.14K ﹤0.01%
+41
2995
$1.14K ﹤0.01%
+14,029
2996
$1.14K ﹤0.01%
+120
2997
$1.13K ﹤0.01%
+24
2998
$1.13K ﹤0.01%
+2,500
2999
$1.12K ﹤0.01%
+27
3000
$1.12K ﹤0.01%
748
-23,090
118 119
120
121 122