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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
751
$534K 0.01%
31,202
-80
752
$534K 0.01%
8,605
+2,577
753
$533K 0.01%
+9,612
754
$533K 0.01%
52,900
-600
755
$533K 0.01%
6,806
+1,397
756
$532K 0.01%
14,968
-1,560
757
$532K 0.01%
81,900
-2,900
758
$532K 0.01%
11,285
-198
759
$531K 0.01%
10,154
+7,511
760
$530K 0.01%
23,681
-1,837
761
$530K 0.01%
129,334
+26,522
762
$528K 0.01%
+7,614
763
$528K 0.01%
33,132
+12,231
764
$526K 0.01%
10,633
+3,145
765
$524K 0.01%
+23,578
766
$522K 0.01%
38,379
+94
767
$521K 0.01%
+12,659
768
$519K 0.01%
6,470
+2,879
769
$519K 0.01%
72,571
-264
770
$518K 0.01%
294,400
-2,200
771
$517K 0.01%
26,472
-5,787
772
$517K 0.01%
40,484
+2,727
773
$515K 0.01%
7,251
+1,778
774
$513K 0.01%
1,893
+674
775
$509K 0.01%
1,717
+101
29 30
31
32 33