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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
3001
$1.11K ﹤0.01%
96,497
-2,066
3002
$1.11K ﹤0.01%
+53
3003
$1.11K ﹤0.01%
+1,643
3004
$1.1K ﹤0.01%
+34
3005
$1.1K ﹤0.01%
+136
3006
$1.09K ﹤0.01%
+89
3007
$1.09K ﹤0.01%
+820
3008
$1.09K ﹤0.01%
+40
3009
$1.09K ﹤0.01%
+25
3010
$1.09K ﹤0.01%
+49
3011
$1.09K ﹤0.01%
+233
3012
$1.07K ﹤0.01%
+22
3013
$1.06K ﹤0.01%
19,472
-615
3014
$1.06K ﹤0.01%
15,412
-18,313
3015
$1.06K ﹤0.01%
+72
3016
$1.06K ﹤0.01%
+32
3017
$1.06K ﹤0.01%
83,951
+4
3018
$1.06K ﹤0.01%
+49
3019
$1.05K ﹤0.01%
+1,170
3020
$1.05K ﹤0.01%
+11,700
3021
$1.04K ﹤0.01%
172,838
+1,819
3022
$1.03K ﹤0.01%
+103
3023
$1.03K ﹤0.01%
+2,084
3024
$1.02K ﹤0.01%
+17
3025
$1.02K ﹤0.01%
+32
119 120
121
122 123