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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
201
$4.15M 0.11%
80,328
+18,771
202
$4.14M 0.11%
35,654
+4,780
203
$4.13M 0.11%
164,944
+132,167
204
$4.12M 0.11%
43,285
+5,576
205
$4.1M 0.11%
37,817
+6,306
206
$4.09M 0.11%
88,553
-811
207
$4.09M 0.11%
175,889
+92,641
208
$4.05M 0.11%
42,125
+12,264
209
$4M 0.11%
421,716
+379,263
210
$3.96M 0.11%
25,111
+5,387
211
$3.96M 0.11%
258,447
+79
212
$3.95M 0.11%
37,241
-20,203
213
$3.92M 0.11%
212,209
+40,228
214
$3.88M 0.1%
163,045
+47,298
215
$3.84M 0.1%
15,517
-3,695
216
$3.83M 0.1%
48,371
+8,849
217
$3.8M 0.1%
50,908
-145,573
218
$3.78M 0.1%
107,101
+26,638
219
$3.75M 0.1%
253,858
+155,551
220
$3.73M 0.1%
83,339
+1,247
221
$3.72M 0.1%
197,123
+193,104
222
$3.69M 0.1%
70,788
+25,449
223
$3.66M 0.1%
60,049
+19,354
224
$3.61M 0.1%
878,137
+141,610
225
$3.61M 0.1%
105,027
-176,644
7 8
9
10 11