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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
2601
$4.85K ﹤0.01%
+615
2602
$4.81K ﹤0.01%
+770
2603
$4.81K ﹤0.01%
+94
2604
$4.8K ﹤0.01%
+432
2605
$4.8K ﹤0.01%
+161
2606
$4.79K ﹤0.01%
+1,003
2607
$4.79K ﹤0.01%
+342
2608
$4.79K ﹤0.01%
+156
2609
$4.79K ﹤0.01%
+518
2610
$4.78K ﹤0.01%
+563
2611
$4.77K ﹤0.01%
+872
2612
$4.76K ﹤0.01%
+550
2613
$4.71K ﹤0.01%
+291
2614
$4.7K ﹤0.01%
+600
2615
$4.69K ﹤0.01%
+186
2616
$4.69K ﹤0.01%
+270
2617
$4.67K ﹤0.01%
+658
2618
$4.64K ﹤0.01%
+3,418
2619
$4.64K ﹤0.01%
+109
2620
$4.61K ﹤0.01%
+6,200
2621
$4.59K ﹤0.01%
+45
2622
$4.58K ﹤0.01%
+112
2623
$4.58K ﹤0.01%
+150
2624
$4.54K ﹤0.01%
6,233
+318
2625
$4.51K ﹤0.01%
+683