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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
776
$508K 0.01%
446,640
+145,792
777
$506K 0.01%
3,778
+1,209
778
$498K 0.01%
8,592
-20,172
779
$498K 0.01%
18,130
+1,960
780
$497K 0.01%
230,127
-3,600
781
$495K 0.01%
3,759
+1,639
782
$492K 0.01%
12,199
-3,218
783
$491K 0.01%
33,537
+1,857
784
$491K 0.01%
9,515
-5,717
785
$491K 0.01%
54,331
+11,000
786
$490K 0.01%
85,092
-16,439
787
$489K 0.01%
8,435
+1,520
788
$489K 0.01%
24,718
-1,826
789
$489K 0.01%
+9,749
790
$489K 0.01%
+2,629
791
$488K 0.01%
5,169
+2,036
792
$487K 0.01%
106,015
+200
793
$486K 0.01%
21,056
+2,952
794
$485K 0.01%
19,936
+15,300
795
$484K 0.01%
24,191
+2,965
796
$484K 0.01%
10,296
+2,751
797
$484K 0.01%
4,480
-2,069
798
$484K 0.01%
+20,040
799
$482K 0.01%
15,271
-33,776
800
$482K 0.01%
18,135
+6,104
30 31
32
33 34