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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
4026
$1 ﹤0.01%
+100
4027
$1 ﹤0.01%
+185
4028
$1 ﹤0.01%
+100
4029
0
4030
$1 ﹤0.01%
+200
4031
$1 ﹤0.01%
+21
4032
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+492
4033
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+262
4034
$1 ﹤0.01%
+14
4035
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4036
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4037
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4038
$1 ﹤0.01%
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4039
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4040
$1 ﹤0.01%
505
+5
4041
$1 ﹤0.01%
+76
4042
$1 ﹤0.01%
+26
4043
$1 ﹤0.01%
+1
4044
$1 ﹤0.01%
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4045
$1 ﹤0.01%
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4046
$1 ﹤0.01%
+305
4047
$1 ﹤0.01%
+50
4048
$1 ﹤0.01%
+20
4049
$1 ﹤0.01%
+1
4050
$1 ﹤0.01%
+24