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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
3476
$48 ﹤0.01%
+1
3477
$47 ﹤0.01%
+805
3478
$47 ﹤0.01%
+1,455
3479
$47 ﹤0.01%
+500
3480
$47 ﹤0.01%
+47
3481
$46 ﹤0.01%
+1,488
3482
$46 ﹤0.01%
+1,608
3483
$46 ﹤0.01%
+851
3484
$46 ﹤0.01%
+1,013
3485
$45 ﹤0.01%
+346
3486
$44 ﹤0.01%
+2,146
3487
$44 ﹤0.01%
+5
3488
$44 ﹤0.01%
+988
3489
$44 ﹤0.01%
+515
3490
$43 ﹤0.01%
+543
3491
$43 ﹤0.01%
+1,323
3492
$43 ﹤0.01%
+623
3493
$42 ﹤0.01%
+907
3494
$41 ﹤0.01%
+1,375
3495
$41 ﹤0.01%
+1,050
3496
$41 ﹤0.01%
+4,088
3497
$41 ﹤0.01%
+921
3498
$40 ﹤0.01%
+750
3499
$40 ﹤0.01%
+866
3500
$40 ﹤0.01%
+160