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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
326
$2.09M 0.06%
25,680
-7,441
327
$2.08M 0.06%
80,064
+3,375
328
$2.06M 0.06%
35,750
+9,200
329
$2.05M 0.06%
239,589
+146,989
330
$2.04M 0.06%
61,229
+14,333
331
$2.04M 0.06%
46,306
+6,186
332
$2.04M 0.05%
116,275
-33,148
333
$2.03M 0.05%
34,658
+7,476
334
$2.01M 0.05%
101,583
+41,017
335
$2.01M 0.05%
114,583
-10,953
336
$2M 0.05%
9,203
+101
337
$1.96M 0.05%
28,323
-543
338
$1.92M 0.05%
19,446
+2,130
339
$1.91M 0.05%
10,572
-583
340
$1.88M 0.05%
9
341
$1.86M 0.05%
16,460
+1,656
342
$1.86M 0.05%
65,226
+50,168
343
$1.86M 0.05%
42,481
+4,158
344
$1.83M 0.05%
20,847
+13,522
345
$1.83M 0.05%
21,616
+5,747
346
$1.8M 0.05%
73,809
+9,211
347
$1.79M 0.05%
8,918
+2,496
348
$1.79M 0.05%
27,361
+6,304
349
$1.78M 0.05%
37,419
+21,501
350
$1.76M 0.05%
110,046
+22,385
12 13
14
15 16