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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
3551
$29 ﹤0.01%
+1,042
3552
$28 ﹤0.01%
+575
3553
$28 ﹤0.01%
+2,290
3554
$27 ﹤0.01%
+2,289
3555
$27 ﹤0.01%
+316
3556
$27 ﹤0.01%
20,011
3557
$26 ﹤0.01%
+2,606
3558
$26 ﹤0.01%
+855
3559
$26 ﹤0.01%
+828
3560
$26 ﹤0.01%
+1
3561
$26 ﹤0.01%
+986
3562
$26 ﹤0.01%
+2,067
3563
$26 ﹤0.01%
+645
3564
$26 ﹤0.01%
+749
3565
$26 ﹤0.01%
+341
3566
$25 ﹤0.01%
+488
3567
$25 ﹤0.01%
+1,307
3568
$25 ﹤0.01%
10,908
-14,068
3569
$24 ﹤0.01%
+3,335
3570
$24 ﹤0.01%
+615
3571
$23 ﹤0.01%
+1,497
3572
$23 ﹤0.01%
+508
3573
$23 ﹤0.01%
+1,206
3574
$23 ﹤0.01%
+660
3575
$23 ﹤0.01%
+635