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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
1176
$208K 0.01%
+7,613
1177
$207K 0.01%
+4,883
1178
$207K 0.01%
+2,049
1179
$207K 0.01%
+2,442
1180
$205K 0.01%
92,936
-8,242
1181
$205K 0.01%
19,913
+5,271
1182
$204K 0.01%
+19,277
1183
$203K 0.01%
9,641
-146,002
1184
$202K 0.01%
23,978
+5,219
1185
$201K 0.01%
+833
1186
$201K 0.01%
108,545
-22,088
1187
$199K 0.01%
18,400
-200
1188
$199K 0.01%
3,826
-2,358
1189
$199K 0.01%
16,855
-527
1190
$198K 0.01%
21,242
+10,608
1191
$198K 0.01%
19,612
-1,527
1192
$197K 0.01%
+6,745
1193
$197K 0.01%
+8,523
1194
$197K 0.01%
11,267
1195
$196K 0.01%
13,275
+22
1196
$196K 0.01%
66,069
+10,970
1197
$196K 0.01%
234,744
+25,021
1198
$195K 0.01%
+2,065
1199
$195K 0.01%
+640
1200
$194K 0.01%
13,300
+600
46 47
48
49 50