NA

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
3076
$837 ﹤0.01%
+19
3077
$831 ﹤0.01%
32,520
-3,779
3078
$828 ﹤0.01%
+82
3079
$827 ﹤0.01%
+33
3080
$826 ﹤0.01%
+60
3081
$823 ﹤0.01%
+291
3082
$820 ﹤0.01%
+33
3083
$812 ﹤0.01%
11,676
-13,476
3084
$812 ﹤0.01%
+531
3085
$798 ﹤0.01%
+1,072
3086
$796 ﹤0.01%
+28
3087
$795 ﹤0.01%
+200
3088
$793 ﹤0.01%
+16
3089
$786 ﹤0.01%
+100
3090
$785 ﹤0.01%
+59
3091
$783 ﹤0.01%
+37
3092
$772 ﹤0.01%
11,033
-622
3093
$768 ﹤0.01%
+19
3094
$766 ﹤0.01%
+20
3095
$761 ﹤0.01%
18,570
+3,229
3096
$761 ﹤0.01%
+53
3097
$759 ﹤0.01%
+33
3098
$755 ﹤0.01%
+30
3099
$741 ﹤0.01%
+94
3100
$740 ﹤0.01%
+88
122 123
124
125 126