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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
1476
$90K ﹤0.01%
+3,221
1477
$89.6K ﹤0.01%
+7,330
1478
$89.5K ﹤0.01%
28,004
+2,940
1479
$89.3K ﹤0.01%
25,077
+8,934
1480
$89.3K ﹤0.01%
19,450
+7,937
1481
$89.1K ﹤0.01%
52,436
-70,992
1482
$88.9K ﹤0.01%
17,208
+1,691
1483
$88.9K ﹤0.01%
252,225
+12,644
1484
$88.6K ﹤0.01%
+17,183
1485
$88.4K ﹤0.01%
18,114
+3,889
1486
$88.4K ﹤0.01%
+6,414
1487
$88.4K ﹤0.01%
+1,682
1488
$88.3K ﹤0.01%
+1,548
1489
$88K ﹤0.01%
64,658
-766
1490
$87.9K ﹤0.01%
+1,891
1491
$87.8K ﹤0.01%
+27,963
1492
$87.7K ﹤0.01%
+5,031
1493
$87.7K ﹤0.01%
+8,511
1494
$87.5K ﹤0.01%
252,655
+14,575
1495
$87.3K ﹤0.01%
9,901
+1,066
1496
$87.2K ﹤0.01%
+28,080
1497
$86.8K ﹤0.01%
+869
1498
$86.7K ﹤0.01%
17,446
-3,552
1499
$86.4K ﹤0.01%
+4,105
1500
$86.4K ﹤0.01%
+3,778
58 59
60
61 62