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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
1301
$143K ﹤0.01%
+8,477
1302
$143K ﹤0.01%
21,300
+1,300
1303
$143K ﹤0.01%
+13,450
1304
$143K ﹤0.01%
+2,648
1305
$143K ﹤0.01%
+13,763
1306
$142K ﹤0.01%
13,890
+458
1307
$142K ﹤0.01%
34,603
-400
1308
$140K ﹤0.01%
+4,103
1309
$139K ﹤0.01%
9,357
+1,391
1310
$139K ﹤0.01%
19,276
+1,076
1311
$139K ﹤0.01%
578
-285
1312
$139K ﹤0.01%
+3,003
1313
$139K ﹤0.01%
+4,194
1314
$139K ﹤0.01%
14,150
1315
$138K ﹤0.01%
8,780
-35,102
1316
$138K ﹤0.01%
+18,922
1317
$138K ﹤0.01%
+7,909
1318
$137K ﹤0.01%
15,800
1319
$137K ﹤0.01%
+7,150
1320
$137K ﹤0.01%
+3,435
1321
$137K ﹤0.01%
+10,700
1322
$137K ﹤0.01%
16,800
-100
1323
$136K ﹤0.01%
+1,607
1324
$136K ﹤0.01%
36,189
-2,847
1325
$135K ﹤0.01%
+1,516
51 52
53
54 55