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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
901
$378K 0.01%
103,944
-24,613
902
$378K 0.01%
28,224
+130
903
$377K 0.01%
+22,033
904
$376K 0.01%
+7,977
905
$375K 0.01%
4,912
-140
906
$374K 0.01%
17,619
-14,221
907
$373K 0.01%
19,395
+12,470
908
$371K 0.01%
+5,028
909
$370K 0.01%
9,353
+985
910
$369K 0.01%
4,909
+1,664
911
$368K 0.01%
6,278
+1,271
912
$364K 0.01%
+13,046
913
$363K 0.01%
5,470
+174
914
$362K 0.01%
34,478
+300
915
$362K 0.01%
6,690
-4,801
916
$362K 0.01%
35,968
-12,276
917
$361K 0.01%
3,025
-788
918
$361K 0.01%
+39,536
919
$361K 0.01%
+12,894
920
$361K 0.01%
33,559
+11,530
921
$360K 0.01%
54,647
-1,700
922
$360K 0.01%
+5,135
923
$359K 0.01%
+19,518
924
$359K 0.01%
31,477
+9,166
925
$358K 0.01%
35,490
+2,640
35 36
37
38 39