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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
2651
$4.12K ﹤0.01%
+150
2652
$4.09K ﹤0.01%
+27
2653
$4.04K ﹤0.01%
+102
2654
$4.02K ﹤0.01%
+157
2655
$3.99K ﹤0.01%
+67
2656
$3.99K ﹤0.01%
+118
2657
$3.98K ﹤0.01%
+129
2658
$3.98K ﹤0.01%
+420
2659
$3.96K ﹤0.01%
+18
2660
$3.95K ﹤0.01%
+859
2661
$3.91K ﹤0.01%
+38
2662
$3.91K ﹤0.01%
+52
2663
$3.91K ﹤0.01%
+543
2664
$3.88K ﹤0.01%
+625
2665
$3.86K ﹤0.01%
+5,154
2666
$3.86K ﹤0.01%
+248
2667
$3.86K ﹤0.01%
+3,395
2668
$3.84K ﹤0.01%
+164
2669
$3.82K ﹤0.01%
+112
2670
$3.82K ﹤0.01%
+458
2671
$3.82K ﹤0.01%
+167
2672
$3.8K ﹤0.01%
+268
2673
$3.79K ﹤0.01%
+91
2674
$3.78K ﹤0.01%
+547
2675
$3.77K ﹤0.01%
+1,446