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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
1326
$135K ﹤0.01%
+5,330
1327
$134K ﹤0.01%
+2,516
1328
$134K ﹤0.01%
+3,814
1329
$133K ﹤0.01%
13,000
1330
$133K ﹤0.01%
+4,469
1331
$133K ﹤0.01%
38,537
+6,420
1332
$132K ﹤0.01%
30,300
-1,900
1333
$132K ﹤0.01%
+1,574
1334
$132K ﹤0.01%
14,509
+1,985
1335
$132K ﹤0.01%
+1,927
1336
$132K ﹤0.01%
+5,056
1337
$132K ﹤0.01%
+2,360
1338
$131K ﹤0.01%
+4,295
1339
$130K ﹤0.01%
17,364
-3,800
1340
$130K ﹤0.01%
33,394
-1,772
1341
$129K ﹤0.01%
5,831
+2,031
1342
$129K ﹤0.01%
15,836
+1,222
1343
$128K ﹤0.01%
10,794
-3,525
1344
$128K ﹤0.01%
+13,553
1345
$128K ﹤0.01%
+14,427
1346
$127K ﹤0.01%
+3,007
1347
$127K ﹤0.01%
4,648
+884
1348
$127K ﹤0.01%
+8,879
1349
$126K ﹤0.01%
+2,702
1350
$126K ﹤0.01%
12,394
+1,606
52 53
54
55 56