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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
3751
$7 ﹤0.01%
+12
3752
$7 ﹤0.01%
+175
3753
$7 ﹤0.01%
+3
3754
$7 ﹤0.01%
+139
3755
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+278
3756
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+25
3757
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3758
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+897
3759
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3760
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3761
$7 ﹤0.01%
+818
3762
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+47
3763
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+83
3764
0
3765
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+143
3766
$6 ﹤0.01%
+241
3767
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+207
3768
$6 ﹤0.01%
+250
3769
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3770
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3771
$6 ﹤0.01%
+460
3772
$6 ﹤0.01%
+68
3773
$6 ﹤0.01%
+293
3774
$6 ﹤0.01%
+632
3775
$6 ﹤0.01%
+1,044