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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
3051
$918 ﹤0.01%
+178
3052
$918 ﹤0.01%
+62
3053
$916 ﹤0.01%
+12
3054
$909 ﹤0.01%
+20
3055
$906 ﹤0.01%
+190
3056
$905 ﹤0.01%
2,658
+24
3057
$895 ﹤0.01%
+2,020
3058
$894 ﹤0.01%
+20
3059
$893 ﹤0.01%
729
-33
3060
$886 ﹤0.01%
+10
3061
$885 ﹤0.01%
155
-16,585
3062
$879 ﹤0.01%
+78
3063
$878 ﹤0.01%
+31
3064
$878 ﹤0.01%
+80
3065
$875 ﹤0.01%
+12
3066
$871 ﹤0.01%
+3,061
3067
$868 ﹤0.01%
+2,645
3068
$868 ﹤0.01%
+24
3069
$861 ﹤0.01%
+140
3070
$861 ﹤0.01%
+23
3071
$856 ﹤0.01%
36,455
-59,191
3072
$849 ﹤0.01%
+400
3073
$845 ﹤0.01%
+398
3074
$845 ﹤0.01%
+49
3075
$842 ﹤0.01%
+24
121 122
123
124 125