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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
3651
$14 ﹤0.01%
+1,246
3652
$14 ﹤0.01%
+137
3653
$14 ﹤0.01%
+238
3654
$14 ﹤0.01%
+800
3655
$14 ﹤0.01%
+4,921
3656
$14 ﹤0.01%
+357
3657
$14 ﹤0.01%
+600
3658
$14 ﹤0.01%
25
-1
3659
$14 ﹤0.01%
14,700
3660
$13 ﹤0.01%
+743
3661
$13 ﹤0.01%
+719
3662
$13 ﹤0.01%
+378
3663
$13 ﹤0.01%
+262
3664
$13 ﹤0.01%
+1,500
3665
$13 ﹤0.01%
+325
3666
$13 ﹤0.01%
+356
3667
$13 ﹤0.01%
+450
3668
$13 ﹤0.01%
+250
3669
$13 ﹤0.01%
+363
3670
$13 ﹤0.01%
+223
3671
$13 ﹤0.01%
+1,869
3672
$13 ﹤0.01%
16,005
+10,415
3673
$12 ﹤0.01%
+356
3674
$12 ﹤0.01%
+1,000
3675
$12 ﹤0.01%
+302