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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
1351
$126K ﹤0.01%
5,336
+2,156
1352
$126K ﹤0.01%
+3,089
1353
$125K ﹤0.01%
+5,314
1354
$125K ﹤0.01%
850
-422
1355
$125K ﹤0.01%
2,844
+876
1356
$125K ﹤0.01%
+1,581
1357
$125K ﹤0.01%
+2,993
1358
$124K ﹤0.01%
+2,055
1359
$124K ﹤0.01%
+4,372
1360
$123K ﹤0.01%
3,611
+661
1361
$123K ﹤0.01%
+5,167
1362
$123K ﹤0.01%
+2,262
1363
$122K ﹤0.01%
21,129
+1,353
1364
$122K ﹤0.01%
+3,147
1365
$122K ﹤0.01%
15,548
-7,602
1366
$121K ﹤0.01%
+3,695
1367
$121K ﹤0.01%
32,810
+11,347
1368
$121K ﹤0.01%
+4,889
1369
$121K ﹤0.01%
+11,123
1370
$120K ﹤0.01%
+3,882
1371
$120K ﹤0.01%
11,800
1372
$120K ﹤0.01%
+1,793
1373
$120K ﹤0.01%
+3,262
1374
$120K ﹤0.01%
+1,287
1375
$119K ﹤0.01%
+1,286
53 54
55
56 57