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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
3926
$2 ﹤0.01%
+75
3927
$2 ﹤0.01%
+1
3928
$2 ﹤0.01%
+100
3929
$2 ﹤0.01%
+500
3930
$2 ﹤0.01%
+300
3931
$2 ﹤0.01%
+500
3932
$2 ﹤0.01%
+53
3933
$2 ﹤0.01%
+234
3934
$2 ﹤0.01%
+73
3935
$2 ﹤0.01%
+77
3936
$2 ﹤0.01%
+34
3937
$2 ﹤0.01%
+1,000
3938
$2 ﹤0.01%
+1,300
3939
$2 ﹤0.01%
+4
3940
$2 ﹤0.01%
+95
3941
$2 ﹤0.01%
+69
3942
$2 ﹤0.01%
+491
3943
$2 ﹤0.01%
+115
3944
$2 ﹤0.01%
+92
3945
$2 ﹤0.01%
+118
3946
$2 ﹤0.01%
+164
3947
$2 ﹤0.01%
+500
3948
$2 ﹤0.01%
+200
3949
$2 ﹤0.01%
+230
3950
$2 ﹤0.01%
289
-13,750
156 157
158
159 160