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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
1926
$32.1K ﹤0.01%
+388
1927
$32K ﹤0.01%
2,142
-10,898
1928
$32K ﹤0.01%
+4,100
1929
$31.9K ﹤0.01%
+3,422
1930
$31.8K ﹤0.01%
+994
1931
$31.8K ﹤0.01%
+1,819
1932
$31.8K ﹤0.01%
+1,070
1933
$31.8K ﹤0.01%
30,466
+3,471
1934
$31.7K ﹤0.01%
+2,101
1935
$31.6K ﹤0.01%
+1,426
1936
$31.6K ﹤0.01%
+6,163
1937
$31.6K ﹤0.01%
+590
1938
$31.5K ﹤0.01%
+346
1939
$31.5K ﹤0.01%
+1,601
1940
$31.2K ﹤0.01%
+1,475
1941
$31.1K ﹤0.01%
+595
1942
$31.1K ﹤0.01%
+1,427
1943
$31.1K ﹤0.01%
+2,509
1944
$31K ﹤0.01%
+959
1945
$31K ﹤0.01%
+1,455
1946
$30.8K ﹤0.01%
+2,169
1947
$30.7K ﹤0.01%
+1,721
1948
$30.7K ﹤0.01%
+1,919
1949
$30.7K ﹤0.01%
4,250
-1,670
1950
$30.7K ﹤0.01%
+1,300
76 77
78
79 80