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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
726
$567K 0.02%
+18,217
727
$566K 0.02%
49,176
+21,646
728
$566K 0.02%
29,314
+4,619
729
$564K 0.02%
14,585
-8,076
730
$564K 0.02%
25,492
+2,509
731
$561K 0.02%
6,886
+3,396
732
$561K 0.02%
50,219
+1,844
733
$559K 0.02%
48,530
+2,410
734
$559K 0.02%
34,100
+700
735
$555K 0.02%
220,100
-1,850
736
$555K 0.02%
10,964
+4,476
737
$552K 0.01%
102,873
+16,797
738
$551K 0.01%
224,810
-14,655
739
$551K 0.01%
+18,310
740
$550K 0.01%
80,125
-1,257
741
$549K 0.01%
46,052
+16,179
742
$547K 0.01%
16,946
+2,530
743
$547K 0.01%
+32,317
744
$545K 0.01%
68,583
+10,750
745
$544K 0.01%
+6,551
746
$543K 0.01%
11,176
+1,111
747
$542K 0.01%
+21,629
748
$541K 0.01%
33,614
+700
749
$540K 0.01%
14,308
+1,427
750
$539K 0.01%
51,920
+5,814
28 29
30
31 32