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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
101
$8.33M 0.22%
360,898
+77,257
102
$8.3M 0.22%
114,405
+27,955
103
$8.24M 0.22%
241,847
+5,576
104
$8.04M 0.22%
475,107
+339,005
105
$8.01M 0.22%
163,056
+3,388
106
$7.92M 0.21%
249,857
+13,647
107
$7.91M 0.21%
171,211
+55,372
108
$7.83M 0.21%
186,885
+2,659
109
$7.81M 0.21%
238,978
+24,584
110
$7.8M 0.21%
43,782
+2,371
111
$7.8M 0.21%
364,290
-29,030
112
$7.77M 0.21%
360,740
+201,037
113
$7.77M 0.21%
454,427
+194,197
114
$7.73M 0.21%
102,847
+802
115
$7.7M 0.21%
49,257
-1,414
116
$7.66M 0.21%
139,117
-9,054
117
$7.54M 0.2%
183,544
+7,243
118
$7.49M 0.2%
60,202
+6,154
119
$7.31M 0.2%
166,018
+5,381
120
$7.26M 0.2%
57,284
+33,930
121
$7.07M 0.19%
445,618
+166,912
122
$6.81M 0.18%
868,724
+100,286
123
$6.75M 0.18%
160,591
+15,425
124
$6.74M 0.18%
216,353
+3,939
125
$6.7M 0.18%
462,265
+25,146
3 4
5
6 7