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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
1576
$72.4K ﹤0.01%
+2,928
1577
$72.2K ﹤0.01%
+418
1578
$72K ﹤0.01%
+5,000
1579
$72K ﹤0.01%
+4,704
1580
$71.1K ﹤0.01%
+520
1581
$71K ﹤0.01%
+739
1582
$70.9K ﹤0.01%
+885
1583
$70.8K ﹤0.01%
13,918
1584
$70.6K ﹤0.01%
+1,386
1585
$70.5K ﹤0.01%
512
-1,460
1586
$70.1K ﹤0.01%
+3,335
1587
$70.1K ﹤0.01%
+1,403
1588
$69.6K ﹤0.01%
+2,130
1589
$69.5K ﹤0.01%
+2,462
1590
$69.5K ﹤0.01%
+1,589
1591
$69.2K ﹤0.01%
+3,752
1592
$69.2K ﹤0.01%
2,194
+540
1593
$68.9K ﹤0.01%
75,000
+29,185
1594
$68.9K ﹤0.01%
46,502
+5,728
1595
$68.9K ﹤0.01%
+7,900
1596
$68.5K ﹤0.01%
11,433
+1,724
1597
$68.5K ﹤0.01%
+3,102
1598
$68.5K ﹤0.01%
+1,462
1599
$68.3K ﹤0.01%
+2,098
1600
$68.1K ﹤0.01%
9,095
+1,212