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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
1551
$76.9K ﹤0.01%
+2,240
1552
$76.6K ﹤0.01%
+11,209
1553
$76.5K ﹤0.01%
+1,260
1554
$76.3K ﹤0.01%
36,565
1555
$76.2K ﹤0.01%
+2,640
1556
$76.1K ﹤0.01%
15,600
-3,433
1557
$75.5K ﹤0.01%
+42,762
1558
$75.1K ﹤0.01%
34,262
+14,630
1559
$74.7K ﹤0.01%
6,258
-9,795
1560
$74.6K ﹤0.01%
+5,773
1561
$74.5K ﹤0.01%
25,420
-9,033
1562
$74.4K ﹤0.01%
10,064
+859
1563
$74.4K ﹤0.01%
+2,872
1564
$74.4K ﹤0.01%
97,389
+11,675
1565
$74.4K ﹤0.01%
+3,397
1566
$74.3K ﹤0.01%
+2,534
1567
$73.9K ﹤0.01%
+3,125
1568
$73.8K ﹤0.01%
+2,312
1569
$73.6K ﹤0.01%
2,373
-1,523
1570
$73.5K ﹤0.01%
7,449
+1,595
1571
$73.3K ﹤0.01%
+2,540
1572
$73.3K ﹤0.01%
27,854
+8,331
1573
$72.7K ﹤0.01%
+1,369
1574
$72.7K ﹤0.01%
+855
1575
$72.5K ﹤0.01%
16,304
+118
61 62
63
64 65