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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
1826
$39K ﹤0.01%
519,296
+24,369
1827
$39K ﹤0.01%
1,286
-10,395
1828
$39K ﹤0.01%
+470
1829
$38.9K ﹤0.01%
+260
1830
$38.8K ﹤0.01%
+1,164
1831
$38.8K ﹤0.01%
+187
1832
$38.7K ﹤0.01%
+297
1833
$38.6K ﹤0.01%
+1,890
1834
$38.5K ﹤0.01%
+6,799
1835
$38.5K ﹤0.01%
+827
1836
$38.4K ﹤0.01%
+1,394
1837
$38.3K ﹤0.01%
+12,697
1838
$38.1K ﹤0.01%
+482
1839
$37.8K ﹤0.01%
+105
1840
$37.7K ﹤0.01%
+987
1841
$37.7K ﹤0.01%
+666
1842
$37.6K ﹤0.01%
+1,838
1843
$37.6K ﹤0.01%
+8,684
1844
$37.5K ﹤0.01%
+1,102
1845
$37.4K ﹤0.01%
+780
1846
$37.3K ﹤0.01%
4,167
-13,067
1847
$37.3K ﹤0.01%
+3,707
1848
$37.2K ﹤0.01%
+827
1849
$37.1K ﹤0.01%
13,508
-213
1850
$37K ﹤0.01%
+14,160
72 73
74
75 76