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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
3851
$4 ﹤0.01%
+633
3852
$4 ﹤0.01%
+349
3853
$4 ﹤0.01%
+300
3854
$4 ﹤0.01%
+127
3855
$4 ﹤0.01%
+196
3856
$4 ﹤0.01%
+100
3857
$4 ﹤0.01%
+827
3858
$4 ﹤0.01%
+200
3859
$4 ﹤0.01%
+36
3860
$4 ﹤0.01%
+1,060
3861
$4 ﹤0.01%
+431
3862
0
3863
$4 ﹤0.01%
+49
3864
$4 ﹤0.01%
+1,000
3865
$4 ﹤0.01%
+770
3866
$4 ﹤0.01%
+333
3867
$4 ﹤0.01%
+300
3868
$4 ﹤0.01%
+3
3869
$4 ﹤0.01%
+298
3870
$4 ﹤0.01%
+240
3871
$3 ﹤0.01%
+27
3872
$3 ﹤0.01%
+125
3873
$3 ﹤0.01%
+95
3874
$3 ﹤0.01%
+1,000
3875
$3 ﹤0.01%
+123