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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
2201
$16.2K ﹤0.01%
+2,675
2202
$16K ﹤0.01%
+218
2203
$15.9K ﹤0.01%
+1,780
2204
$15.9K ﹤0.01%
+2,375
2205
$15.8K ﹤0.01%
+6,254
2206
$15.8K ﹤0.01%
+1,841
2207
$15.7K ﹤0.01%
+302
2208
$15.6K ﹤0.01%
+1,266
2209
$15.6K ﹤0.01%
9,977
-1,295
2210
$15.5K ﹤0.01%
+1,346
2211
$15.4K ﹤0.01%
42,161
+644
2212
$15.4K ﹤0.01%
+362
2213
$15.4K ﹤0.01%
+856
2214
$15.4K ﹤0.01%
+777
2215
$15.4K ﹤0.01%
+1,915
2216
$15.4K ﹤0.01%
+890
2217
$15.3K ﹤0.01%
+894
2218
$15.3K ﹤0.01%
50,068
+33,634
2219
$15.3K ﹤0.01%
+378
2220
$15.2K ﹤0.01%
+4,410
2221
$15.2K ﹤0.01%
21,498
-2,861
2222
$15.1K ﹤0.01%
+1,500
2223
$14.9K ﹤0.01%
+508
2224
$14.9K ﹤0.01%
2,533
-6,228
2225
$14.9K ﹤0.01%
+750
87 88
89
90 91