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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
501
$1.03M 0.03%
7,799
+3,266
502
$1.03M 0.03%
+48,288
503
$1.03M 0.03%
107,268
-7,594
504
$1.02M 0.03%
18,430
+839
505
$1.02M 0.03%
169,412
-4,300
506
$1.01M 0.03%
46,718
+17,290
507
$1.01M 0.03%
4,549
+520
508
$1.01M 0.03%
14,153
+11,050
509
$1.01M 0.03%
44,964
+4,095
510
$1.01M 0.03%
34,142
+23,612
511
$1M 0.03%
14,327
+1,163
512
$995K 0.03%
60,169
+9,729
513
$994K 0.03%
32,411
+13,328
514
$993K 0.03%
26,792
+7,507
515
$984K 0.03%
31,618
+23,113
516
$981K 0.03%
59,157
+9,492
517
$977K 0.03%
+7,984
518
$973K 0.03%
31,470
+2,078
519
$972K 0.03%
26,114
+6,315
520
$969K 0.03%
39,285
+9,662
521
$966K 0.03%
+22,316
522
$963K 0.03%
18,099
+2,118
523
$958K 0.03%
6,929
+454
524
$957K 0.03%
21,801
+6,645
525
$953K 0.03%
23,293
+4,270
19 20
21
22 23