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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
651
$693K 0.02%
44,179
+22,375
652
$693K 0.02%
65,068
-184
653
$693K 0.02%
11,528
+4,414
654
$692K 0.02%
+3,788
655
$689K 0.02%
4,713
+398
656
$689K 0.02%
57,100
-900
657
$688K 0.02%
11,036
+3,242
658
$687K 0.02%
25,812
-9,300
659
$686K 0.02%
11,686
+319
660
$684K 0.02%
11,823
+7,914
661
$675K 0.02%
24,131
+15,483
662
$674K 0.02%
42,110
+26,199
663
$671K 0.02%
+8,353
664
$670K 0.02%
18,163
+3,105
665
$665K 0.02%
1,041
+61
666
$662K 0.02%
13,518
+9,268
667
$659K 0.02%
10,735
+86
668
$659K 0.02%
20,932
+9
669
$658K 0.02%
9,177
+1,319
670
$647K 0.02%
27,328
+16,302
671
$645K 0.02%
27,395
-8,064
672
$645K 0.02%
63,028
+6,175
673
$645K 0.02%
489,801
+19,098
674
$644K 0.02%
19,624
+10,008
675
$642K 0.02%
15,194
+3,610
25 26
27
28 29