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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
301
$2.42M 0.07%
86,060
-84,327
302
$2.42M 0.07%
12,524
-931
303
$2.41M 0.07%
74,489
+16,398
304
$2.41M 0.06%
41,399
+12,107
305
$2.38M 0.06%
47,794
+26,327
306
$2.38M 0.06%
27,071
+1,329
307
$2.32M 0.06%
107,924
+12,291
308
$2.3M 0.06%
52,176
+16,223
309
$2.28M 0.06%
278,823
-38,725
310
$2.26M 0.06%
71,822
+43,595
311
$2.25M 0.06%
126,523
+30,676
312
$2.25M 0.06%
6,741
+2,732
313
$2.25M 0.06%
110,224
+54,932
314
$2.23M 0.06%
49,382
-361,217
315
$2.22M 0.06%
75,080
+17,010
316
$2.2M 0.06%
272,288
-30,874
317
$2.17M 0.06%
111,033
-13,066
318
$2.16M 0.06%
81,443
+23,728
319
$2.14M 0.06%
41,899
+35,598
320
$2.14M 0.06%
201,379
-33,874
321
$2.14M 0.06%
51,902
+36,544
322
$2.14M 0.06%
125,436
+10,384
323
$2.13M 0.06%
111,451
+40,320
324
$2.11M 0.06%
22,215
-582
325
$2.09M 0.06%
55,792
+2,226
11 12
13
14 15