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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
601
$777K 0.02%
72,004
-7,745
602
$775K 0.02%
23,636
+3,202
603
$772K 0.02%
10,233
+1,308
604
$771K 0.02%
69,688
+302
605
$770K 0.02%
20,230
-1,758
606
$769K 0.02%
28,392
+5,102
607
$769K 0.02%
+48,268
608
$767K 0.02%
41,092
+7,175
609
$761K 0.02%
64,200
-1,100
610
$759K 0.02%
107,908
+1,100
611
$759K 0.02%
2,867
+1,768
612
$758K 0.02%
54,396
-1,309
613
$758K 0.02%
7,667
+812
614
$751K 0.02%
92,616
+1,808
615
$748K 0.02%
7,103
+250
616
$747K 0.02%
23,963
+7,220
617
$746K 0.02%
18,591
+1,182
618
$745K 0.02%
24,347
+11,337
619
$741K 0.02%
52,096
+12,412
620
$741K 0.02%
37,259
+4,615
621
$738K 0.02%
33,762
+1,504
622
$737K 0.02%
263,916
+72,323
623
$734K 0.02%
67,042
+11,472
624
$729K 0.02%
85,008
-202
625
$727K 0.02%
57,899
-1,542
23 24
25
26 27