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
3301
$194 ﹤0.01%
+160
3302
$188 ﹤0.01%
+30,138
3303
$187 ﹤0.01%
+63
3304
$184 ﹤0.01%
+4
3305
$184 ﹤0.01%
+2
3306
$184 ﹤0.01%
+347
3307
$182 ﹤0.01%
+3,116
3308
$179 ﹤0.01%
+7,882
3309
$179 ﹤0.01%
+5,361
3310
$176 ﹤0.01%
+6,765
3311
$173 ﹤0.01%
+113
3312
$172 ﹤0.01%
+6,265
3313
$172 ﹤0.01%
+8,932
3314
$163 ﹤0.01%
17,839
-60,000
3315
$163 ﹤0.01%
+4,299
3316
$161 ﹤0.01%
+17
3317
$161 ﹤0.01%
+61
3318
$161 ﹤0.01%
+3
3319
$160 ﹤0.01%
+72
3320
$157 ﹤0.01%
+3,241
3321
$157 ﹤0.01%
+566
3322
$154 ﹤0.01%
+4,579
3323
$152 ﹤0.01%
+28
3324
$151 ﹤0.01%
+60
3325
$147 ﹤0.01%
22,202
-200
131 132
133
134 135