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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
876
$402K 0.01%
39,783
+2,642
877
$401K 0.01%
28,930
-900
878
$400K 0.01%
9,284
+2,210
879
$400K 0.01%
234,599
-3,000
880
$396K 0.01%
+3,509
881
$395K 0.01%
49,891
+702
882
$394K 0.01%
16,315
+2,232
883
$393K 0.01%
44,922
+5,127
884
$392K 0.01%
18,619
+177
885
$389K 0.01%
5,586
-7,828
886
$389K 0.01%
8,128
-2,594
887
$388K 0.01%
3,275
-1,386
888
$388K 0.01%
10,411
-9,343
889
$387K 0.01%
9,688
-187
890
$387K 0.01%
14,533
-1,881
891
$386K 0.01%
25,308
+400
892
$385K 0.01%
15,486
+6,919
893
$385K 0.01%
19,229
894
$383K 0.01%
3,142
895
$382K 0.01%
8,747
+1,896
896
$382K 0.01%
11,452
+1,807
897
$382K 0.01%
26,640
+4,421
898
$381K 0.01%
5,873
+193
899
$380K 0.01%
78,900
-100
900
$380K 0.01%
+17,559
34 35
36
37 38