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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
476
$1.13M 0.03%
17,385
-1,481
477
$1.12M 0.03%
30,123
+951
478
$1.12M 0.03%
142,245
-1,000
479
$1.12M 0.03%
51,272
+4,342
480
$1.11M 0.03%
12,967
+657
481
$1.11M 0.03%
46,013
+13,113
482
$1.1M 0.03%
11,337
-533
483
$1.1M 0.03%
720,953
+45,686
484
$1.09M 0.03%
160,899
-2,893
485
$1.07M 0.03%
17,881
+3,227
486
$1.07M 0.03%
18,014
+1,944
487
$1.07M 0.03%
16,945
+2,849
488
$1.07M 0.03%
+38,691
489
$1.06M 0.03%
14,696
+2,739
490
$1.06M 0.03%
20,757
+8,915
491
$1.06M 0.03%
112,716
-1,284
492
$1.06M 0.03%
3,371
+318
493
$1.06M 0.03%
78,088
+58,368
494
$1.06M 0.03%
17,728
+7,902
495
$1.05M 0.03%
169,230
-3,100
496
$1.04M 0.03%
34,819
497
$1.04M 0.03%
8,294
+1,530
498
$1.03M 0.03%
26,367
+19,308
499
$1.03M 0.03%
20,985
-4,012
500
$1.03M 0.03%
135,700
+3,700
18 19
20
21 22