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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
626
$724K 0.02%
66,654
+888
627
$723K 0.02%
173,741
-7,800
628
$721K 0.02%
31,491
+4,927
629
$720K 0.02%
33,306
+310
630
$719K 0.02%
152,671
-20,388
631
$717K 0.02%
+11,893
632
$717K 0.02%
8,975
-4,976
633
$713K 0.02%
14,916
+179
634
$709K 0.02%
6,326
+2,184
635
$708K 0.02%
+5,271
636
$707K 0.02%
67,265
-3,290
637
$706K 0.02%
8,125
-5,636
638
$706K 0.02%
35,540
+3,798
639
$705K 0.02%
29,071
-984
640
$705K 0.02%
18,024
+6,906
641
$704K 0.02%
14,078
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642
$702K 0.02%
31,285
+10,442
643
$700K 0.02%
+9,693
644
$699K 0.02%
85,800
+1,300
645
$698K 0.02%
9,237
-768
646
$696K 0.02%
+6,225
647
$695K 0.02%
44,067
-1,700
648
$695K 0.02%
62,206
-714
649
$695K 0.02%
22,045
+8,503
650
$694K 0.02%
81,494
-1,100
24 25
26
27 28