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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
1426
$103K ﹤0.01%
22,780
+11,938
1427
$103K ﹤0.01%
2,237
+1,253
1428
$102K ﹤0.01%
+17,552
1429
$102K ﹤0.01%
7,697
-35,070
1430
$102K ﹤0.01%
36,737
-4,115
1431
$102K ﹤0.01%
+486
1432
$101K ﹤0.01%
+2,720
1433
$101K ﹤0.01%
+2,963
1434
$101K ﹤0.01%
+3,303
1435
$101K ﹤0.01%
+2,117
1436
$101K ﹤0.01%
+7,230
1437
$100K ﹤0.01%
+24,482
1438
$100K ﹤0.01%
23,962
-3,600
1439
$99.9K ﹤0.01%
13,939
-5,252
1440
$99.9K ﹤0.01%
40,439
+6,738
1441
$99.6K ﹤0.01%
+607
1442
$99.6K ﹤0.01%
9,870
+122
1443
$98.5K ﹤0.01%
+6,490
1444
$98.3K ﹤0.01%
22,181
-4,336
1445
$98.3K ﹤0.01%
+2,426
1446
$98K ﹤0.01%
43,610
-37,340
1447
$97.9K ﹤0.01%
+628
1448
$97.5K ﹤0.01%
+5,074
1449
$97.4K ﹤0.01%
+3,783
1450
$97.4K ﹤0.01%
+8,206
56 57
58
59 60