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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
3401
$78 ﹤0.01%
+3
3402
$78 ﹤0.01%
+4,314
3403
$76 ﹤0.01%
+4,990
3404
$76 ﹤0.01%
+6,827
3405
$76 ﹤0.01%
+425
3406
$75 ﹤0.01%
1,909
-24,924
3407
$74 ﹤0.01%
+4,981
3408
$74 ﹤0.01%
+412
3409
$74 ﹤0.01%
42,717
+5,650
3410
$73 ﹤0.01%
+5,313
3411
$72 ﹤0.01%
+1,433
3412
$72 ﹤0.01%
12,190
-906
3413
$71 ﹤0.01%
+1,400
3414
$71 ﹤0.01%
+9,166
3415
$71 ﹤0.01%
+6,700
3416
$70 ﹤0.01%
+4,117
3417
$70 ﹤0.01%
+1,994
3418
$69 ﹤0.01%
+8,527
3419
$69 ﹤0.01%
+1,870
3420
$68 ﹤0.01%
+4,000
3421
$68 ﹤0.01%
1,166
-21,568
3422
$68 ﹤0.01%
+699
3423
$67 ﹤0.01%
3,251
-5,110
3424
$66 ﹤0.01%
+2,558
3425
$66 ﹤0.01%
+1,343
135 136
137
138 139