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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
3176
$473 ﹤0.01%
+100
3177
$470 ﹤0.01%
+137
3178
$470 ﹤0.01%
+16
3179
$468 ﹤0.01%
+18
3180
$466 ﹤0.01%
+101
3181
$461 ﹤0.01%
+4
3182
$459 ﹤0.01%
+150
3183
$457 ﹤0.01%
+132
3184
$452 ﹤0.01%
+111
3185
$448 ﹤0.01%
+29
3186
$439 ﹤0.01%
+48
3187
$434 ﹤0.01%
+19,427
3188
$430 ﹤0.01%
5,437
3189
$425 ﹤0.01%
+31
3190
$425 ﹤0.01%
+177
3191
$424 ﹤0.01%
+89
3192
$423 ﹤0.01%
+45
3193
$419 ﹤0.01%
8,884
-1,776
3194
$417 ﹤0.01%
+87
3195
$417 ﹤0.01%
+25
3196
$413 ﹤0.01%
+241
3197
$409 ﹤0.01%
+26
3198
$408 ﹤0.01%
+12,997
3199
$408 ﹤0.01%
+751
3200
$406 ﹤0.01%
+34