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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
2951
$1.3K ﹤0.01%
+146
2952
$1.3K ﹤0.01%
+34
2953
$1.3K ﹤0.01%
+140
2954
$1.29K ﹤0.01%
+140
2955
$1.29K ﹤0.01%
+45
2956
$1.29K ﹤0.01%
+894
2957
$1.28K ﹤0.01%
+98
2958
$1.28K ﹤0.01%
+33
2959
$1.28K ﹤0.01%
+35
2960
$1.27K ﹤0.01%
+14
2961
$1.26K ﹤0.01%
+200
2962
$1.26K ﹤0.01%
+54
2963
$1.25K ﹤0.01%
+293
2964
$1.25K ﹤0.01%
+5
2965
$1.25K ﹤0.01%
+30
2966
$1.24K ﹤0.01%
+3,138
2967
$1.23K ﹤0.01%
+17
2968
$1.23K ﹤0.01%
+30
2969
$1.23K ﹤0.01%
+56,936
2970
$1.23K ﹤0.01%
+14
2971
$1.23K ﹤0.01%
+55,386
2972
$1.22K ﹤0.01%
+62,520
2973
$1.22K ﹤0.01%
+31
2974
$1.22K ﹤0.01%
+130
2975
$1.22K ﹤0.01%
+59,614