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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
126
$6.49M 0.18%
272,953
+28,351
127
$6.47M 0.17%
134,086
-6,634
128
$6.47M 0.17%
92,466
+46,165
129
$6.41M 0.17%
79,150
+14,577
130
$6.35M 0.17%
131,558
-150
131
$6.34M 0.17%
189,774
+59,124
132
$6.28M 0.17%
78,216
+6,246
133
$6.27M 0.17%
460,992
+40,430
134
$6.04M 0.16%
+205,097
135
$6.01M 0.16%
870,357
-671,334
136
$5.96M 0.16%
65,951
+8,277
137
$5.95M 0.16%
445,810
-14,326
138
$5.92M 0.16%
150,927
-2,448
139
$5.67M 0.15%
681,370
+424,833
140
$5.61M 0.15%
65,798
+19,507
141
$5.59M 0.15%
64,292
+6,392
142
$5.56M 0.15%
98,231
-5,643
143
$5.51M 0.15%
46,382
+2,267
144
$5.5M 0.15%
308,618
+24,816
145
$5.5M 0.15%
138,414
+14,884
146
$5.46M 0.15%
16,939
+2,582
147
$5.44M 0.15%
135,189
+16,479
148
$5.43M 0.15%
+197,783
149
$5.34M 0.14%
164,396
+125,626
150
$5.32M 0.14%
57,983
+3,219
4 5
6
7 8