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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
3426
$66 ﹤0.01%
+1,746
3427
$66 ﹤0.01%
+1,198
3428
$64 ﹤0.01%
+1,308
3429
$64 ﹤0.01%
+735
3430
$64 ﹤0.01%
+2,503
3431
$64 ﹤0.01%
74,995
-100
3432
$63 ﹤0.01%
+83
3433
$63 ﹤0.01%
+80
3434
$63 ﹤0.01%
505
-1,943
3435
$62 ﹤0.01%
+2,928
3436
$61 ﹤0.01%
+1,500
3437
$61 ﹤0.01%
+2,949
3438
$60 ﹤0.01%
34,424
-182
3439
$60 ﹤0.01%
+50
3440
$59 ﹤0.01%
+1,767
3441
$58 ﹤0.01%
+3,750
3442
$58 ﹤0.01%
19,610
+1,500
3443
$57 ﹤0.01%
+1,825
3444
$57 ﹤0.01%
+2,608
3445
$56 ﹤0.01%
+1,504
3446
$56 ﹤0.01%
+11,000
3447
$55 ﹤0.01%
+1,968
3448
$55 ﹤0.01%
+575
3449
$55 ﹤0.01%
+2,603
3450
$55 ﹤0.01%
+1,396
136 137
138
139 140