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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
576
$822K 0.02%
8,901
+1,788
577
$821K 0.02%
38,752
+13,103
578
$819K 0.02%
52,746
+10,427
579
$818K 0.02%
69,001
+1,975
580
$818K 0.02%
14,324
+5,419
581
$813K 0.02%
44,076
-10,104
582
$813K 0.02%
79,782
-3,793
583
$811K 0.02%
124,800
-400
584
$810K 0.02%
+29,979
585
$806K 0.02%
32,954
-3,644
586
$802K 0.02%
297,130
+5,745
587
$801K 0.02%
9,835
+1,159
588
$799K 0.02%
51,034
+14,319
589
$796K 0.02%
7,164
-4,226
590
$794K 0.02%
33,403
+11,210
591
$793K 0.02%
15,820
+8,291
592
$790K 0.02%
4,882
-2,810
593
$789K 0.02%
37,454
-4,070
594
$787K 0.02%
9,539
+5,175
595
$786K 0.02%
76,600
+1,600
596
$785K 0.02%
25,640
+3,478
597
$785K 0.02%
119,566
+54,415
598
$784K 0.02%
62,645
+106
599
$783K 0.02%
19,637
+1,998
600
$780K 0.02%
7,994
+2,544
22 23
24
25 26