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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
1651
$59.6K ﹤0.01%
+228
1652
$59.2K ﹤0.01%
+5,025
1653
$58.9K ﹤0.01%
+3,775
1654
$58.8K ﹤0.01%
+779
1655
$58.8K ﹤0.01%
+2,049
1656
$58.5K ﹤0.01%
18,588
+1,747
1657
$58.3K ﹤0.01%
+3,977
1658
$58.1K ﹤0.01%
+7,401
1659
$57.9K ﹤0.01%
+527
1660
$57.4K ﹤0.01%
3,135
-4,445
1661
$57.2K ﹤0.01%
11,872
-9,154
1662
$57.1K ﹤0.01%
+2,305
1663
$57.1K ﹤0.01%
+2,305
1664
$57.1K ﹤0.01%
+23
1665
$57K ﹤0.01%
+3,454
1666
$56.7K ﹤0.01%
897
-1,602
1667
$56.5K ﹤0.01%
+1,532
1668
$56.4K ﹤0.01%
+412
1669
$56.4K ﹤0.01%
+2,486
1670
$56.4K ﹤0.01%
+799
1671
$56.3K ﹤0.01%
1,494
-5,525
1672
$56.3K ﹤0.01%
+1,643
1673
$56.1K ﹤0.01%
+378
1674
$55.9K ﹤0.01%
3,277
-15,308
1675
$55.6K ﹤0.01%
+522
65 66
67
68 69