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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
1276
$152K ﹤0.01%
+6,969
1277
$152K ﹤0.01%
11,475
-1,046
1278
$151K ﹤0.01%
10,000
1279
$151K ﹤0.01%
+3,295
1280
$151K ﹤0.01%
6,850
+2,874
1281
$150K ﹤0.01%
+2,027
1282
$150K ﹤0.01%
+565
1283
$150K ﹤0.01%
+5,184
1284
$150K ﹤0.01%
+4,781
1285
$148K ﹤0.01%
6,340
-105,526
1286
$148K ﹤0.01%
25,632
+206
1287
$148K ﹤0.01%
+2,965
1288
$148K ﹤0.01%
13,900
-100
1289
$148K ﹤0.01%
+5,498
1290
$147K ﹤0.01%
+3,978
1291
$147K ﹤0.01%
+7,079
1292
$146K ﹤0.01%
+11,760
1293
$146K ﹤0.01%
9,770
+1,427
1294
$146K ﹤0.01%
36,342
+18,436
1295
$146K ﹤0.01%
+6,332
1296
$146K ﹤0.01%
3,300
+178
1297
$145K ﹤0.01%
+7,770
1298
$145K ﹤0.01%
+3,210
1299
$144K ﹤0.01%
+2,898
1300
$144K ﹤0.01%
7,683
-11,143
50 51
52
53 54