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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
851
$425K 0.01%
10,165
+3,471
852
$423K 0.01%
56,827
+647
853
$422K 0.01%
15,195
-4,294
854
$422K 0.01%
67,572
+2,950
855
$422K 0.01%
4,846
+622
856
$422K 0.01%
5,148
+628
857
$420K 0.01%
36,243
+739
858
$418K 0.01%
42,700
-500
859
$418K 0.01%
25,196
-408
860
$417K 0.01%
5,517
+2,103
861
$417K 0.01%
+26,946
862
$416K 0.01%
+1,213
863
$415K 0.01%
+3,793
864
$414K 0.01%
5,814
+211
865
$412K 0.01%
22,777
-2,043
866
$411K 0.01%
+25,350
867
$409K 0.01%
17,948
+3,654
868
$408K 0.01%
+25,970
869
$407K 0.01%
128,373
-2,400
870
$407K 0.01%
60,209
+17,040
871
$407K 0.01%
92,500
-2,000
872
$405K 0.01%
37,771
+4,160
873
$405K 0.01%
12,730
-2,410
874
$404K 0.01%
7,104
+1,136
875
$403K 0.01%
36,703
+4,376
33 34
35
36 37