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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
3351
$116 ﹤0.01%
+25
3352
$115 ﹤0.01%
+3
3353
$115 ﹤0.01%
+7,403
3354
$115 ﹤0.01%
+1,056
3355
$115 ﹤0.01%
+10
3356
$114 ﹤0.01%
+2,669
3357
$113 ﹤0.01%
+2,905
3358
$111 ﹤0.01%
4,000
-60,618
3359
$107 ﹤0.01%
+7,881
3360
$107 ﹤0.01%
+7
3361
$106 ﹤0.01%
+320
3362
$106 ﹤0.01%
+2,635
3363
$105 ﹤0.01%
+1
3364
$105 ﹤0.01%
+203
3365
$105 ﹤0.01%
+1,381
3366
$101 ﹤0.01%
+2,614
3367
$101 ﹤0.01%
+2
3368
$101 ﹤0.01%
+107
3369
$100 ﹤0.01%
+306
3370
$100 ﹤0.01%
+5,506
3371
$100 ﹤0.01%
+125
3372
$99 ﹤0.01%
+2,945
3373
$99 ﹤0.01%
+503
3374
$98 ﹤0.01%
+3,700
3375
$97 ﹤0.01%
+1,066