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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
26
$25.1M 0.68%
370,072
+94,686
27
$25M 0.68%
230,633
+34,869
28
$24.6M 0.66%
531,021
+62,535
29
$22.6M 0.61%
157,352
-31,984
30
$21.2M 0.57%
481,898
-43,504
31
$20.4M 0.55%
217,070
+11,230
32
$19M 0.51%
263,085
+62,044
33
$18.9M 0.51%
126,193
+11,361
34
$18.9M 0.51%
382,880
+45,616
35
$18.8M 0.51%
285,773
+76,854
36
$18.8M 0.51%
303,704
+5,194
37
$18.5M 0.5%
154,322
+128,560
38
$18.4M 0.5%
430,553
-30,339
39
$18.3M 0.49%
191,416
+33,428
40
$18.2M 0.49%
157,720
+21,391
41
$18M 0.49%
58,032
+24,264
42
$17.9M 0.48%
526,881
+45,732
43
$16.9M 0.46%
325,768
+37,839
44
$16.4M 0.44%
1,982,960
+165,240
45
$16.1M 0.43%
103,607
+43,424
46
$15.9M 0.43%
143,103
+25,620
47
$15.8M 0.43%
164,046
+52,866
48
$15.8M 0.43%
217,284
+26,403
49
$15.5M 0.42%
145,671
+17,031
50
$15.5M 0.42%
921,951
-64,480
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