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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
3251
– –
0
3252
$279 ﹤0.01%
+73
3253
$278 ﹤0.01%
+2,699
3254
$275 ﹤0.01%
19,467
-211
3255
$275 ﹤0.01%
+922
3256
$274 ﹤0.01%
+10
3257
$270 ﹤0.01%
32,310
-300
3258
$270 ﹤0.01%
+16
3259
$269 ﹤0.01%
14,300
3260
$268 ﹤0.01%
+1
3261
$267 ﹤0.01%
+10
3262
$266 ﹤0.01%
8,545
3263
$265 ﹤0.01%
+10
3264
$262 ﹤0.01%
+7,446
3265
$257 ﹤0.01%
+102
3266
$255 ﹤0.01%
+5
3267
$254 ﹤0.01%
+128
3268
$252 ﹤0.01%
+4,678
3269
$248 ﹤0.01%
+155
3270
$247 ﹤0.01%
+36
3271
$246 ﹤0.01%
+100
3272
$245 ﹤0.01%
+16
3273
$242 ﹤0.01%
+32
3274
$241 ﹤0.01%
+10,586
3275
$241 ﹤0.01%
+4
129 130
131
132 133