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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
3951
$2 ﹤0.01%
+100
3952
$2 ﹤0.01%
+237
3953
$2 ﹤0.01%
+64
3954
$2 ﹤0.01%
+25
3955
$2 ﹤0.01%
+100
3956
$2 ﹤0.01%
+35
3957
$2 ﹤0.01%
+235
3958
$2 ﹤0.01%
+50
3959
$2 ﹤0.01%
+186
3960
$2 ﹤0.01%
+810
3961
$2 ﹤0.01%
+17
3962
$2 ﹤0.01%
+250
3963
$2 ﹤0.01%
+177
3964
$2 ﹤0.01%
+25
3965
$2 ﹤0.01%
+43
3966
$2 ﹤0.01%
+500
3967
$2 ﹤0.01%
+109
3968
$2 ﹤0.01%
+127
3969
$2 ﹤0.01%
+300
3970
$2 ﹤0.01%
+91
3971
$2 ﹤0.01%
+835
3972
$1 ﹤0.01%
+71
3973
$1 ﹤0.01%
+500
3974
$1 ﹤0.01%
+10
3975
$1 ﹤0.01%
+30
157 158
159
160 161