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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
3451
$55 ﹤0.01%
+5
3452
$55 ﹤0.01%
+2,096
3453
$54 ﹤0.01%
+3,000
3454
$54 ﹤0.01%
+50
3455
$54 ﹤0.01%
+8
3456
$54 ﹤0.01%
+3
3457
$53 ﹤0.01%
+3
3458
$53 ﹤0.01%
+2,059
3459
$53 ﹤0.01%
+2,000
3460
$52 ﹤0.01%
+6
3461
$52 ﹤0.01%
+3,800
3462
$52 ﹤0.01%
+2,000
3463
$52 ﹤0.01%
+1,133
3464
$51 ﹤0.01%
+2,740
3465
$50 ﹤0.01%
+1,500
3466
$50 ﹤0.01%
+1,129
3467
$50 ﹤0.01%
+2,600
3468
$50 ﹤0.01%
+171
3469
$50 ﹤0.01%
4,820
-6,071
3470
$49 ﹤0.01%
+6
3471
$49 ﹤0.01%
+2,031
3472
$49 ﹤0.01%
13,458
3473
$49 ﹤0.01%
+968
3474
$48 ﹤0.01%
10,000
3475
$48 ﹤0.01%
+1,124
137 138
139
140 141