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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
351
$1.76M 0.05%
36,223
+29,416
352
$1.75M 0.05%
11,629
-252
353
$1.74M 0.05%
15,876
+2,333
354
$1.74M 0.05%
42,581
+1,552
355
$1.73M 0.05%
17,175
+13,125
356
$1.73M 0.05%
+28,642
357
$1.73M 0.05%
17,959
+2,958
358
$1.72M 0.05%
19,626
+5,905
359
$1.72M 0.05%
145,101
+9,732
360
$1.71M 0.05%
37,374
+7,552
361
$1.71M 0.05%
80,699
+54,792
362
$1.7M 0.05%
16,938
+1,011
363
$1.68M 0.05%
18,157
+1,315
364
$1.68M 0.05%
75,075
+56,657
365
$1.67M 0.05%
10,636
-2,129
366
$1.65M 0.04%
76,688
+47,387
367
$1.65M 0.04%
23,085
+7
368
$1.63M 0.04%
67,867
+53,102
369
$1.61M 0.04%
+13,935
370
$1.61M 0.04%
47,485
+4,110
371
$1.61M 0.04%
12,058
-77
372
$1.6M 0.04%
15,748
+1,971
373
$1.59M 0.04%
9,098
-1,641
374
$1.58M 0.04%
34,648
+1,542
375
$1.58M 0.04%
155,425
+13,662
13 14
15
16 17