NA

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
176
$4.71M 0.13%
71,273
+48,004
177
$4.63M 0.12%
85,446
+3,729
178
$4.62M 0.12%
+150,519
179
$4.6M 0.12%
45,332
+13,776
180
$4.58M 0.12%
138,183
+12,036
181
$4.58M 0.12%
96,464
+12,238
182
$4.58M 0.12%
82,253
+41,661
183
$4.53M 0.12%
96,682
+48,558
184
$4.49M 0.12%
198,540
+83,740
185
$4.44M 0.12%
180,188
+134,231
186
$4.41M 0.12%
63,391
+15,410
187
$4.41M 0.12%
345,212
+50,726
188
$4.4M 0.12%
807,098
+11,177
189
$4.28M 0.12%
495,458
+207,081
190
$4.26M 0.12%
96,216
+93,531
191
$4.23M 0.11%
328,646
-40,872
192
$4.22M 0.11%
64,479
+56,286
193
$4.21M 0.11%
25,040
-1,595
194
$4.2M 0.11%
124,425
+18,789
195
$4.19M 0.11%
72,317
+11,084
196
$4.19M 0.11%
82,283
+8,984
197
$4.18M 0.11%
121,485
+11,362
198
$4.17M 0.11%
145,903
-13,951
199
$4.16M 0.11%
246,470
+20,469
200
$4.16M 0.11%
38,161
+10,012
6 7
8
9 10