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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
3626
$17 ﹤0.01%
+208
3627
$17 ﹤0.01%
+376
3628
$17 ﹤0.01%
+5
3629
$17 ﹤0.01%
+1,282
3630
$16 ﹤0.01%
+1,406
3631
$16 ﹤0.01%
+1,950
3632
$16 ﹤0.01%
+551
3633
$16 ﹤0.01%
+278
3634
$16 ﹤0.01%
+1,251
3635
$15 ﹤0.01%
+97
3636
$15 ﹤0.01%
+1,236
3637
$15 ﹤0.01%
+540
3638
$15 ﹤0.01%
+1,057
3639
$15 ﹤0.01%
+137
3640
$15 ﹤0.01%
+65
3641
$15 ﹤0.01%
+212
3642
$15 ﹤0.01%
+327
3643
$15 ﹤0.01%
211
-1
3644
$15 ﹤0.01%
+363
3645
$15 ﹤0.01%
+395
3646
$15 ﹤0.01%
+1,599
3647
$15 ﹤0.01%
+200
3648
$15 ﹤0.01%
+34
3649
$15 ﹤0.01%
130
+15
3650
$15 ﹤0.01%
+1,326