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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
1501
$86.3K ﹤0.01%
+1,855
1502
$86.2K ﹤0.01%
+1,900
1503
$86.2K ﹤0.01%
6,707
+1,818
1504
$85.9K ﹤0.01%
3,672
+574
1505
$85.7K ﹤0.01%
15,376
+1,300
1506
$84.6K ﹤0.01%
+3,469
1507
$84.6K ﹤0.01%
+8,054
1508
$84.4K ﹤0.01%
12,046
+2,388
1509
$84.3K ﹤0.01%
5,272
+21
1510
$84.3K ﹤0.01%
+6,250
1511
$84.1K ﹤0.01%
10,022
1512
$83.8K ﹤0.01%
+2,887
1513
$83.7K ﹤0.01%
15,000
1514
$83.6K ﹤0.01%
+1,372
1515
$83.3K ﹤0.01%
211,374
+16,143
1516
$82.9K ﹤0.01%
20,845
+6,546
1517
$82.4K ﹤0.01%
+4,425
1518
$81.7K ﹤0.01%
+3,399
1519
$81.3K ﹤0.01%
+765
1520
$81.3K ﹤0.01%
+2,041
1521
$81.2K ﹤0.01%
23,748
+5,632
1522
$80.9K ﹤0.01%
+9,194
1523
$80.8K ﹤0.01%
3,432
-175
1524
$80.6K ﹤0.01%
29,142
-2,180
1525
$80.5K ﹤0.01%
9,300
59 60
61
62 63