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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
2101
$21.2K ﹤0.01%
+1,561
2102
$21.1K ﹤0.01%
+511
2103
$21.1K ﹤0.01%
+2,580
2104
$21K ﹤0.01%
+503
2105
$21K ﹤0.01%
+218
2106
$20.8K ﹤0.01%
+5,362
2107
$20.7K ﹤0.01%
+388
2108
$20.7K ﹤0.01%
+695
2109
$20.6K ﹤0.01%
12,438
+3,313
2110
$20.5K ﹤0.01%
+4,015
2111
$20.5K ﹤0.01%
+654
2112
$20.4K ﹤0.01%
+6,161
2113
$20.4K ﹤0.01%
23,496
-2,566
2114
$20.3K ﹤0.01%
55,063
-21,473
2115
$20.3K ﹤0.01%
+18
2116
$20.3K ﹤0.01%
+756
2117
$20.3K ﹤0.01%
+284
2118
$20.3K ﹤0.01%
+180
2119
$20.2K ﹤0.01%
+666
2120
$20.1K ﹤0.01%
+328
2121
$20K ﹤0.01%
+5,641
2122
$19.9K ﹤0.01%
+273
2123
$19.8K ﹤0.01%
+755
2124
$19.7K ﹤0.01%
+4,636
2125
$19.6K ﹤0.01%
+5,476
83 84
85
86 87