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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
551
$883K 0.02%
57,599
+15,752
552
$881K 0.02%
24,567
-1,763
553
$877K 0.02%
20,345
+6,360
554
$875K 0.02%
+29,934
555
$874K 0.02%
12,353
+2,861
556
$873K 0.02%
4,959
+1,828
557
$871K 0.02%
70,782
+14,065
558
$862K 0.02%
19,291
+11,710
559
$861K 0.02%
+11,186
560
$860K 0.02%
129,900
-2,500
561
$859K 0.02%
311,200
-9,600
562
$859K 0.02%
12,568
-253
563
$856K 0.02%
82,581
-4,092
564
$849K 0.02%
158,115
-2,685
565
$846K 0.02%
47,474
-5,123
566
$845K 0.02%
57,060
+2,205
567
$845K 0.02%
10,391
+544
568
$843K 0.02%
28,898
-82,113
569
$842K 0.02%
89,762
+68
570
$839K 0.02%
8,037
+4,783
571
$837K 0.02%
+57,488
572
$836K 0.02%
14,850
+4,998
573
$832K 0.02%
+16,592
574
$827K 0.02%
60,525
+1,810
575
$825K 0.02%
19,113
-2,389
21 22
23
24 25