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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
3726
$9 ﹤0.01%
+138
3727
$8 ﹤0.01%
+400
3728
$8 ﹤0.01%
+55
3729
$8 ﹤0.01%
+238
3730
$8 ﹤0.01%
+215
3731
$8 ﹤0.01%
+712
3732
$8 ﹤0.01%
+237
3733
$8 ﹤0.01%
+1,524
3734
$8 ﹤0.01%
+903
3735
$8 ﹤0.01%
+182
3736
$8 ﹤0.01%
+450
3737
$8 ﹤0.01%
+800
3738
$8 ﹤0.01%
+319
3739
$8 ﹤0.01%
+154
3740
$8 ﹤0.01%
+2,965
3741
$8 ﹤0.01%
950
-143,140
3742
$8 ﹤0.01%
+1,071
3743
$8 ﹤0.01%
+256
3744
$8 ﹤0.01%
+708
3745
$7 ﹤0.01%
+45
3746
$7 ﹤0.01%
+423
3747
$7 ﹤0.01%
+344
3748
$7 ﹤0.01%
+83
3749
$7 ﹤0.01%
+193
3750
$7 ﹤0.01%
+163