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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
526
$953K 0.03%
154,975
-3,200
527
$948K 0.03%
22,183
+12,796
528
$934K 0.03%
18,693
+965
529
$931K 0.03%
61,435
-500,083
530
$928K 0.03%
46,007
+7,948
531
$924K 0.02%
31,054
-54,750
532
$922K 0.02%
186,600
-4,100
533
$920K 0.02%
278,000
-6,050
534
$918K 0.02%
+23,696
535
$916K 0.02%
51,119
+10,181
536
$914K 0.02%
65,448
-1,074
537
$911K 0.02%
90,425
+3,708
538
$911K 0.02%
100,000
-4,911
539
$910K 0.02%
46,288
+22,861
540
$909K 0.02%
77,968
-6,396
541
$905K 0.02%
7,306
-1,882
542
$896K 0.02%
+21,587
543
$895K 0.02%
7,096
-370
544
$893K 0.02%
+37,102
545
$888K 0.02%
109,500
+1,700
546
$888K 0.02%
1,897
+16
547
$886K 0.02%
28,932
+4,941
548
$885K 0.02%
38,796
+10,728
549
$885K 0.02%
35,123
+1,473
550
$883K 0.02%
15,399
+4,124
20 21
22
23 24