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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
151
$5.27M 0.14%
158,380
+17,373
152
$5.24M 0.14%
116,288
+21,616
153
$5.23M 0.14%
270,543
+58,837
154
$5.23M 0.14%
325,545
+148,101
155
$5.2M 0.14%
36,968
-2,515
156
$5.19M 0.14%
212,868
-8,536
157
$5.17M 0.14%
85,060
+1,412
158
$5.15M 0.14%
+263,468
159
$5.1M 0.14%
588,020
+74,373
160
$5.1M 0.14%
75,868
+4,753
161
$5.09M 0.14%
18,644
+3,540
162
$5.09M 0.14%
158,212
-54,875
163
$5.05M 0.14%
103,195
+5,939
164
$4.98M 0.13%
97,196
+32,856
165
$4.97M 0.13%
213,312
+2,645
166
$4.95M 0.13%
298,195
+13,943
167
$4.93M 0.13%
77,609
-184,686
168
$4.93M 0.13%
77,067
+12,734
169
$4.91M 0.13%
106,955
+68,999
170
$4.91M 0.13%
351,777
+35,481
171
$4.84M 0.13%
93,292
+2,793
172
$4.84M 0.13%
498,440
+421,278
173
$4.82M 0.13%
112,633
+17,202
174
$4.74M 0.13%
285,127
+18,181
175
$4.74M 0.13%
73,234
+3,355
5 6
7
8 9