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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
51
$14.7M 0.4%
187,247
+13,840
52
$14M 0.38%
136,929
+41,208
53
$13.8M 0.37%
416,484
+53,791
54
$13.8M 0.37%
145,047
+20,273
55
$13.5M 0.36%
1,310,232
+89,634
56
$13.2M 0.36%
47,611
+7,783
57
$13M 0.35%
361,932
+63,522
58
$12.9M 0.35%
236,714
+8,015
59
$12.8M 0.34%
603,585
+118,099
60
$12.4M 0.34%
293,205
+28,140
61
$12.4M 0.33%
172,711
+37,607
62
$12.3M 0.33%
964,597
+763,281
63
$12M 0.33%
343,435
+29,240
64
$12M 0.32%
394,146
+237,235
65
$11.9M 0.32%
117,262
-2,374
66
$11.9M 0.32%
195,145
+81,056
67
$11.8M 0.32%
181,996
+159,575
68
$11.8M 0.32%
123,737
-73,900
69
$11.7M 0.32%
68,663
+7,498
70
$11.6M 0.31%
366,502
+121,290
71
$11.6M 0.31%
412,688
+27,859
72
$11.5M 0.31%
444,322
+128,924
73
$11.4M 0.31%
190,278
+22,689
74
$11.3M 0.31%
606,161
+66,507
75
$11.3M 0.3%
125,567
+5,830
1 2
3
4 5