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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
951
$335K 0.01%
10,497
+564
952
$334K 0.01%
69,800
-1,400
953
$332K 0.01%
+5,043
954
$331K 0.01%
+12,208
955
$331K 0.01%
30,058
+1,223
956
$331K 0.01%
10,727
+1,132
957
$331K 0.01%
+1,194
958
$330K 0.01%
5,776
+3,116
959
$330K 0.01%
4,892
+53
960
$328K 0.01%
+1,684
961
$326K 0.01%
13,153
-2,100
962
$326K 0.01%
5,498
+2,824
963
$326K 0.01%
+7,129
964
$326K 0.01%
44,172
+400
965
$325K 0.01%
+11,141
966
$325K 0.01%
28,676
+617
967
$324K 0.01%
1,414
+679
968
$324K 0.01%
+23,301
969
$324K 0.01%
13,680
-7,419
970
$323K 0.01%
30,054
+191
971
$323K 0.01%
+10,781
972
$322K 0.01%
1,882,990
+388,551
973
$322K 0.01%
2,839
+286
974
$322K 0.01%
+27,370
975
$322K 0.01%
75,142
-24,041
37 38
39
40 41