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NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Fund
S&P 500
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%
+20
4027
$1 ﹤0.01%
+738
4028
$1 ﹤0.01%
+47
4029
$1 ﹤0.01%
+7
4030
$1 ﹤0.01%
+60
4031
$1 ﹤0.01%
+240
4032
$1 ﹤0.01%
+133
4033
$1 ﹤0.01%
+20
4034
$1 ﹤0.01%
+500
4035
$1 ﹤0.01%
+85
4036
$1 ﹤0.01%
+1
4037
$1 ﹤0.01%
+30
4038
$1 ﹤0.01%
+10
4039
$1 ﹤0.01%
+25
4040
$1 ﹤0.01%
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4041
$1 ﹤0.01%
+41
4042
$1 ﹤0.01%
+250
4043
$1 ﹤0.01%
+35
4044
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4045
$1 ﹤0.01%
+21
4046
$1 ﹤0.01%
+492
4047
$1 ﹤0.01%
+7
4048
$1 ﹤0.01%
+14
4049
$1 ﹤0.01%
+18
4050
$1 ﹤0.01%
+14