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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
1901
$33.2K ﹤0.01%
+1,849
1902
$33.2K ﹤0.01%
+7,505
1903
$33.1K ﹤0.01%
+49,729
1904
$33K ﹤0.01%
+618
1905
$33K ﹤0.01%
+1,122
1906
$32.9K ﹤0.01%
2,763
+1,173
1907
$32.9K ﹤0.01%
+219
1908
$32.9K ﹤0.01%
+2,809
1909
$32.8K ﹤0.01%
+158
1910
$32.8K ﹤0.01%
+5,574
1911
$32.6K ﹤0.01%
+2,400
1912
$32.6K ﹤0.01%
+445
1913
$32.5K ﹤0.01%
381,852
+138,509
1914
$32.5K ﹤0.01%
+1,313
1915
$32.5K ﹤0.01%
+2,798
1916
$32.4K ﹤0.01%
+1,561
1917
$32.4K ﹤0.01%
+8,984
1918
$32.4K ﹤0.01%
890
-3,629
1919
$32.3K ﹤0.01%
+3,365
1920
$32.3K ﹤0.01%
+2,128
1921
$32.3K ﹤0.01%
3,173
-1,009
1922
$32.3K ﹤0.01%
+1,165
1923
$32.2K ﹤0.01%
10,355
+617
1924
$32.2K ﹤0.01%
+5,912
1925
$32.2K ﹤0.01%
+2,251
75 76
77
78 79