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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
401
$1.47M 0.04%
5,754
-275
402
$1.47M 0.04%
43,895
+2,626
403
$1.47M 0.04%
44,070
-7,006
404
$1.46M 0.04%
48,713
-157,775
405
$1.46M 0.04%
10,913
-2,306
406
$1.45M 0.04%
11,850
+4,755
407
$1.43M 0.04%
16,039
+578
408
$1.43M 0.04%
32,003
+6,960
409
$1.43M 0.04%
6,529
+100
410
$1.4M 0.04%
18,749
-572
411
$1.4M 0.04%
35,042
+1,462
412
$1.4M 0.04%
91,444
+14,363
413
$1.4M 0.04%
27,570
414
$1.39M 0.04%
19,429
-105,476
415
$1.39M 0.04%
44,899
+4,494
416
$1.38M 0.04%
+81,909
417
$1.38M 0.04%
78,682
-27,062
418
$1.38M 0.04%
91,996
+41,301
419
$1.38M 0.04%
19,435
-3,591
420
$1.38M 0.04%
15,144
+5,315
421
$1.37M 0.04%
43,760
-4,112
422
$1.36M 0.04%
25,299
+10,425
423
$1.36M 0.04%
24,204
-2,949
424
$1.36M 0.04%
53,366
-242
425
$1.36M 0.04%
16,762
+899
15 16
17
18 19