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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
3801
$5 ﹤0.01%
+204
3802
$5 ﹤0.01%
+398
3803
$5 ﹤0.01%
+202
3804
$5 ﹤0.01%
+80
3805
$5 ﹤0.01%
+1,257
3806
$5 ﹤0.01%
+239
3807
$5 ﹤0.01%
+19
3808
$5 ﹤0.01%
+130
3809
$5 ﹤0.01%
+373
3810
$5 ﹤0.01%
+29
3811
$5 ﹤0.01%
+500
3812
$5 ﹤0.01%
+3
3813
$5 ﹤0.01%
+77
3814
$5 ﹤0.01%
+190
3815
$5 ﹤0.01%
+110
3816
$5 ﹤0.01%
+409
3817
$5 ﹤0.01%
+1,000
3818
$5 ﹤0.01%
+20
3819
$5 ﹤0.01%
+395
3820
$5 ﹤0.01%
+315
3821
$4 ﹤0.01%
+367
3822
$4 ﹤0.01%
+78
3823
$4 ﹤0.01%
+600
3824
$4 ﹤0.01%
+180
3825
$4 ﹤0.01%
+138