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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
76
$11.1M 0.3%
461,295
+36,459
77
$11M 0.3%
82,300
+6,265
78
$11M 0.3%
382,455
+24,957
79
$10.9M 0.29%
421,093
+24,709
80
$10.8M 0.29%
+214,050
81
$10.7M 0.29%
111,962
+22,564
82
$10.6M 0.29%
277,503
+138,665
83
$10.6M 0.29%
145,213
+32,325
84
$10.2M 0.28%
107,430
+20,444
85
$10.2M 0.28%
255,497
+72,418
86
$10.1M 0.27%
160,834
-5,863
87
$9.7M 0.26%
411,879
+14,968
88
$9.68M 0.26%
160,009
+5,451
89
$9.57M 0.26%
127,024
-45,125
90
$9.56M 0.26%
165,472
-86,390
91
$9.45M 0.26%
119,422
+17,604
92
$9.34M 0.25%
181,054
-74,295
93
$9.27M 0.25%
92,461
+10,745
94
$9.16M 0.25%
122,448
+47,369
95
$9.09M 0.25%
172,938
-54,842
96
$8.84M 0.24%
88,406
-121,767
97
$8.8M 0.24%
232,274
+36,566
98
$8.58M 0.23%
184,203
+6,181
99
$8.54M 0.23%
551,987
+103,609
100
$8.42M 0.23%
276,370
+3,518
2 3
4
5 6