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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
1876
$35.1K ﹤0.01%
2,523
-18,443
1877
$34.9K ﹤0.01%
+4,880
1878
$34.9K ﹤0.01%
+328
1879
$34.7K ﹤0.01%
+1,096
1880
$34.7K ﹤0.01%
2,630
+137
1881
$34.6K ﹤0.01%
+1,865
1882
$34.5K ﹤0.01%
+1,763
1883
$34.5K ﹤0.01%
2,029
-6,795
1884
$34.4K ﹤0.01%
+3,800
1885
$34.4K ﹤0.01%
+3,022
1886
$34.4K ﹤0.01%
+1,391
1887
$34.3K ﹤0.01%
+1,499
1888
$34.3K ﹤0.01%
+851
1889
$34.2K ﹤0.01%
+1,000
1890
$34.2K ﹤0.01%
+1,135
1891
$34.1K ﹤0.01%
44,524
1892
$34.1K ﹤0.01%
+2,680
1893
$34.1K ﹤0.01%
+841
1894
$33.9K ﹤0.01%
+971
1895
$33.7K ﹤0.01%
+6,397
1896
$33.7K ﹤0.01%
822
-2,513
1897
$33.7K ﹤0.01%
+409
1898
$33.6K ﹤0.01%
+507
1899
$33.5K ﹤0.01%
+7,873
1900
$33.3K ﹤0.01%
+1,632