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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
3826
$4 ﹤0.01%
+104
3827
$4 ﹤0.01%
+200
3828
$4 ﹤0.01%
+84
3829
$4 ﹤0.01%
+183
3830
$4 ﹤0.01%
+159
3831
$4 ﹤0.01%
283
-19,405
3832
$4 ﹤0.01%
+124
3833
$4 ﹤0.01%
+125
3834
$4 ﹤0.01%
+246
3835
$4 ﹤0.01%
+75
3836
$4 ﹤0.01%
+45
3837
$4 ﹤0.01%
+153
3838
$4 ﹤0.01%
+38
3839
$4 ﹤0.01%
+500
3840
$4 ﹤0.01%
+81
3841
$4 ﹤0.01%
+1,222
3842
$4 ﹤0.01%
+225
3843
$4 ﹤0.01%
+118
3844
$4 ﹤0.01%
+50
3845
$4 ﹤0.01%
+78
3846
$4 ﹤0.01%
+66
3847
$4 ﹤0.01%
+1,400
3848
$4 ﹤0.01%
+1,200
3849
$4 ﹤0.01%
+132
3850
$4 ﹤0.01%
+156