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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
1701
$51.7K ﹤0.01%
+531
1702
$51.5K ﹤0.01%
+3,337
1703
$51.4K ﹤0.01%
+1,117
1704
$51.4K ﹤0.01%
+2,095
1705
$51.3K ﹤0.01%
+2,000
1706
$51.3K ﹤0.01%
+3,154
1707
$51.3K ﹤0.01%
+748
1708
$51.1K ﹤0.01%
+581
1709
$50.9K ﹤0.01%
18,652
-4,401
1710
$50.7K ﹤0.01%
+9,667
1711
$50.5K ﹤0.01%
13,424
-10,211
1712
$50.4K ﹤0.01%
+1,644
1713
$50.4K ﹤0.01%
+2,068
1714
$50.1K ﹤0.01%
+1,239
1715
$50K ﹤0.01%
39,418
-15,863
1716
$49.9K ﹤0.01%
+10,575
1717
$49.8K ﹤0.01%
+2,500
1718
$49.6K ﹤0.01%
+3,830
1719
$49.4K ﹤0.01%
+1,317
1720
$49.4K ﹤0.01%
+845
1721
$49.3K ﹤0.01%
8,707
-2,113
1722
$49.3K ﹤0.01%
+1,648
1723
$49.2K ﹤0.01%
+3,958
1724
$49.2K ﹤0.01%
+1,145
1725
$49.1K ﹤0.01%
+5,125
67 68
69
70 71