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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
1051
$271K 0.01%
22,074
+2,411
1052
$271K 0.01%
+6,300
1053
$271K 0.01%
+7,020
1054
$270K 0.01%
4,176
-849
1055
$270K 0.01%
+40,925
1056
$269K 0.01%
21,771
+3,468
1057
$269K 0.01%
4,269
-235
1058
$268K 0.01%
96,846
-14,703
1059
$268K 0.01%
+6,928
1060
$267K 0.01%
40,021
-177
1061
$266K 0.01%
38,916
+26,411
1062
$266K 0.01%
35,920
+11,485
1063
$265K 0.01%
23,741
+1,533
1064
$265K 0.01%
+3,619
1065
$264K 0.01%
+5,897
1066
$264K 0.01%
+7,958
1067
$264K 0.01%
+9,509
1068
$264K 0.01%
+6,063
1069
$263K 0.01%
+1,286
1070
$263K 0.01%
23,680
+7,100
1071
$263K 0.01%
42,086
+12,900
1072
$263K 0.01%
28,163
+12,477
1073
$261K 0.01%
14,766
-1,953
1074
$261K 0.01%
16,793
+10,262
1075
$261K 0.01%
+13,972
41 42
43
44 45