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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
1076
$258K 0.01%
4,655
1077
$257K 0.01%
+11,355
1078
$256K 0.01%
+699
1079
$256K 0.01%
22,350
+6,441
1080
$256K 0.01%
+4,730
1081
$254K 0.01%
+9,473
1082
$254K 0.01%
27,530
+2,533
1083
$254K 0.01%
52,907
-11,334
1084
$254K 0.01%
18,020
+3,520
1085
$253K 0.01%
32,218
-7,844
1086
$253K 0.01%
22,756
+1,044
1087
$253K 0.01%
9,703
-30
1088
$253K 0.01%
3,703
+492
1089
$252K 0.01%
+7,489
1090
$252K 0.01%
226
-221
1091
$251K 0.01%
2,595
-240
1092
$251K 0.01%
+2,872
1093
$251K 0.01%
50,051
-600
1094
$250K 0.01%
+5,726
1095
$249K 0.01%
+13,333
1096
$248K 0.01%
8,691
+4,461
1097
$247K 0.01%
3,847
-554
1098
$247K 0.01%
99,210
-108,377
1099
$247K 0.01%
10,715
+349
1100
$246K 0.01%
+13,408
42 43
44
45 46