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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
3376
$96 ﹤0.01%
+8,325
3377
$96 ﹤0.01%
+4,922
3378
$95 ﹤0.01%
+3,345
3379
$93 ﹤0.01%
+60
3380
$93 ﹤0.01%
+1
3381
$92 ﹤0.01%
+10,093
3382
$92 ﹤0.01%
+1,824
3383
$90 ﹤0.01%
+4,864
3384
$90 ﹤0.01%
+1,800
3385
$90 ﹤0.01%
+20
3386
$87 ﹤0.01%
+2,063
3387
$87 ﹤0.01%
+2,668
3388
$86 ﹤0.01%
+2,883
3389
$86 ﹤0.01%
+259
3390
0
3391
$84 ﹤0.01%
+1,347
3392
$84 ﹤0.01%
+6,177
3393
$83 ﹤0.01%
+7,757
3394
$83 ﹤0.01%
+12
3395
$81 ﹤0.01%
+1,685
3396
$80 ﹤0.01%
+46
3397
$79 ﹤0.01%
6,686
-6,093
3398
$78 ﹤0.01%
10,798
+261
3399
$78 ﹤0.01%
+3,727
3400
$78 ﹤0.01%
+2,376