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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
2326
$11.5K ﹤0.01%
+407
2327
$11.5K ﹤0.01%
+350
2328
$11.5K ﹤0.01%
+3,947
2329
$11.4K ﹤0.01%
+668
2330
$11.3K ﹤0.01%
+1,563
2331
$11.3K ﹤0.01%
+322
2332
$11.2K ﹤0.01%
+188
2333
$11.2K ﹤0.01%
+200
2334
$11.1K ﹤0.01%
+191
2335
$11.1K ﹤0.01%
+4,362
2336
$11.1K ﹤0.01%
+70
2337
$11.1K ﹤0.01%
+219
2338
$11.1K ﹤0.01%
+278
2339
$11K ﹤0.01%
+952
2340
$10.9K ﹤0.01%
321
-26,439
2341
$10.9K ﹤0.01%
+265
2342
$10.9K ﹤0.01%
+1,401
2343
$10.9K ﹤0.01%
+3,392
2344
$10.9K ﹤0.01%
+674
2345
$10.9K ﹤0.01%
+1,096
2346
$10.8K ﹤0.01%
23,457
-20,813
2347
$10.8K ﹤0.01%
+412
2348
$10.8K ﹤0.01%
+596
2349
$10.8K ﹤0.01%
+538
2350
$10.7K ﹤0.01%
+60
92 93
94
95 96