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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
1676
$55.5K ﹤0.01%
+932
1677
$54.9K ﹤0.01%
+785
1678
$54.5K ﹤0.01%
+1,695
1679
$54.2K ﹤0.01%
6,156
+745
1680
$54.2K ﹤0.01%
+931
1681
$54.1K ﹤0.01%
+362
1682
$54K ﹤0.01%
6,400
-3,648
1683
$54K ﹤0.01%
14,175
+1,897
1684
$53.9K ﹤0.01%
+3,124
1685
$53.8K ﹤0.01%
68,230
-9,000
1686
$53.8K ﹤0.01%
1,215
-4,685
1687
$53.6K ﹤0.01%
8,943
-13,162
1688
$53.5K ﹤0.01%
+6,422
1689
$53.2K ﹤0.01%
+3,110
1690
$53.2K ﹤0.01%
+1,679
1691
$53.1K ﹤0.01%
+612
1692
$53K ﹤0.01%
11,931
+1,428
1693
$52.8K ﹤0.01%
+2,543
1694
$52.8K ﹤0.01%
+3,012
1695
$52.8K ﹤0.01%
+3,954
1696
$52.6K ﹤0.01%
+335
1697
$52.4K ﹤0.01%
1,497
+99
1698
$52.2K ﹤0.01%
+7,398
1699
$52K ﹤0.01%
+812
1700
$51.8K ﹤0.01%
12,055
-3,175
66 67
68
69 70