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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
1201
$193K 0.01%
26,363
-500
1202
$190K 0.01%
24,300
-2,100
1203
$190K 0.01%
70,181
+17,722
1204
$189K 0.01%
+813
1205
$189K 0.01%
+8,162
1206
$189K 0.01%
+5,754
1207
$188K 0.01%
+9,436
1208
$188K 0.01%
60,749
+2,150
1209
$188K 0.01%
+7,610
1210
$188K 0.01%
+5,075
1211
$187K 0.01%
+10,000
1212
$187K 0.01%
+5,999
1213
$185K 0.01%
+9,286
1214
$184K 0.01%
31,405
+9,479
1215
$184K 0.01%
4,931
+1,536
1216
$183K ﹤0.01%
21,390
-1,125
1217
$182K ﹤0.01%
18,385
-450
1218
$181K ﹤0.01%
18,670
+350
1219
$181K ﹤0.01%
43,300
+1,700
1220
$180K ﹤0.01%
18,561
+6,581
1221
$179K ﹤0.01%
+6,482
1222
$179K ﹤0.01%
16,252
+1,870
1223
$178K ﹤0.01%
17,935
+83
1224
$177K ﹤0.01%
+5,423
1225
$176K ﹤0.01%
+8,251
47 48
49
50 51