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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
3601
$19 ﹤0.01%
+632
3602
$19 ﹤0.01%
+1
3603
$19 ﹤0.01%
+1
3604
$19 ﹤0.01%
+232
3605
$19 ﹤0.01%
+125
3606
$19 ﹤0.01%
+1,160
3607
$19 ﹤0.01%
+2,675
3608
$19 ﹤0.01%
+4
3609
$18 ﹤0.01%
+2,730
3610
$18 ﹤0.01%
+400
3611
$18 ﹤0.01%
+670
3612
$18 ﹤0.01%
+3,179
3613
$18 ﹤0.01%
+844
3614
$18 ﹤0.01%
+204
3615
$18 ﹤0.01%
+2,554
3616
$18 ﹤0.01%
+709
3617
$17 ﹤0.01%
+4,395
3618
$17 ﹤0.01%
+1,643
3619
$17 ﹤0.01%
+426
3620
$17 ﹤0.01%
+2,198
3621
$17 ﹤0.01%
+50
3622
$17 ﹤0.01%
+674
3623
$17 ﹤0.01%
+240
3624
$17 ﹤0.01%
+877
3625
$17 ﹤0.01%
+1,795