NA

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
4076
$0 ﹤0.01%
+6
4077
$0 ﹤0.01%
+20
4078
$0 ﹤0.01%
+112
4079
$0 ﹤0.01%
+3
4080
$0 ﹤0.01%
+100
4081
0
4082
$0 ﹤0.01%
+2
4083
$0 ﹤0.01%
+2
4084
$0 ﹤0.01%
+20
4085
$0 ﹤0.01%
+1
4086
$0 ﹤0.01%
+2
4087
-3,059
4088
$0 ﹤0.01%
+50
4089
$0 ﹤0.01%
+25
4090
$0 ﹤0.01%
+41
4091
$0 ﹤0.01%
+516
4092
$0 ﹤0.01%
+12
4093
$0 ﹤0.01%
+40
4094
$0 ﹤0.01%
+3
4095
$0 ﹤0.01%
+13
4096
$0 ﹤0.01%
+2
4097
$0 ﹤0.01%
+28
4098
$0 ﹤0.01%
+499
4099
$0 ﹤0.01%
+450
4100
$0 ﹤0.01%
+8