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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
676
$641K 0.02%
40,494
+5,297
677
$641K 0.02%
5,619
+2,451
678
$635K 0.02%
+27,244
679
$635K 0.02%
+7,584
680
$634K 0.02%
75,433
+11,605
681
$634K 0.02%
15,406
+8,048
682
$633K 0.02%
90,495
+27,766
683
$633K 0.02%
12,908
-525
684
$633K 0.02%
+30,300
685
$632K 0.02%
18,724
+658
686
$628K 0.02%
+34,379
687
$628K 0.02%
44,654
+21,106
688
$626K 0.02%
3,466
+905
689
$626K 0.02%
3,943
+2,494
690
$624K 0.02%
122,194
-1,810
691
$623K 0.02%
7,807
-2,146
692
$622K 0.02%
+27,696
693
$621K 0.02%
54,956
+6,212
694
$618K 0.02%
37,307
-5,636
695
$618K 0.02%
14,673
+6,137
696
$615K 0.02%
77,121
-278
697
$615K 0.02%
2,225
-171
698
$609K 0.02%
8,675
+2,863
699
$608K 0.02%
3,082
+1,057
700
$604K 0.02%
17,088
+50
26 27
28
29 30