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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
3776
$6 ﹤0.01%
+560
3777
$6 ﹤0.01%
+175
3778
$6 ﹤0.01%
+66
3779
$6 ﹤0.01%
+1,369
3780
$6 ﹤0.01%
+183
3781
$6 ﹤0.01%
+100
3782
$6 ﹤0.01%
+159
3783
$6 ﹤0.01%
+150
3784
$6 ﹤0.01%
+90
3785
$6 ﹤0.01%
+1,750
3786
$6 ﹤0.01%
+268
3787
$6 ﹤0.01%
+200
3788
0
3789
$5 ﹤0.01%
+148
3790
$5 ﹤0.01%
+54
3791
$5 ﹤0.01%
+2,600
3792
$5 ﹤0.01%
+100
3793
$5 ﹤0.01%
+100
3794
$5 ﹤0.01%
+219
3795
$5 ﹤0.01%
+1,008
3796
$5 ﹤0.01%
+137
3797
$5 ﹤0.01%
+270
3798
$5 ﹤0.01%
+527
3799
$5 ﹤0.01%
+103
3800
$5 ﹤0.01%
+1,131