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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
3701
$10 ﹤0.01%
+1,615
3702
$10 ﹤0.01%
+3,880
3703
$10 ﹤0.01%
+636
3704
$10 ﹤0.01%
+32
3705
$10 ﹤0.01%
+475
3706
$10 ﹤0.01%
+927
3707
$10 ﹤0.01%
+548
3708
$10 ﹤0.01%
+2,000
3709
$10 ﹤0.01%
+1,000
3710
$10 ﹤0.01%
+250
3711
$10 ﹤0.01%
+30
3712
$10 ﹤0.01%
+3,100
3713
$9 ﹤0.01%
+39
3714
$9 ﹤0.01%
+750
3715
$9 ﹤0.01%
+1,261
3716
$9 ﹤0.01%
+200
3717
$9 ﹤0.01%
+665
3718
$9 ﹤0.01%
+549
3719
$9 ﹤0.01%
+350
3720
$9 ﹤0.01%
+313
3721
$9 ﹤0.01%
+143
3722
$9 ﹤0.01%
+10,100
3723
$9 ﹤0.01%
+1,972
3724
$9 ﹤0.01%
+543
3725
$9 ﹤0.01%
+202