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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
1976
$29.1K ﹤0.01%
+376
1977
$29K ﹤0.01%
8,350
+604
1978
$29K ﹤0.01%
+1,032
1979
$29K ﹤0.01%
+242
1980
$28.8K ﹤0.01%
+3,275
1981
$28.8K ﹤0.01%
1,519
+203
1982
$28.7K ﹤0.01%
+1,244
1983
$28.7K ﹤0.01%
+558
1984
$28.5K ﹤0.01%
+178
1985
$28.4K ﹤0.01%
+1,075
1986
$28.4K ﹤0.01%
+387
1987
$28.4K ﹤0.01%
+1,749
1988
$28.3K ﹤0.01%
+1,344
1989
$28.2K ﹤0.01%
+930
1990
$28.1K ﹤0.01%
+2,568
1991
$28.1K ﹤0.01%
+701
1992
$28K ﹤0.01%
+575
1993
$27.9K ﹤0.01%
+1,485
1994
$27.9K ﹤0.01%
+1,745
1995
$27.7K ﹤0.01%
+364
1996
$27.6K ﹤0.01%
+820
1997
$27.6K ﹤0.01%
+13,339
1998
$27.6K ﹤0.01%
+451
1999
$27.5K ﹤0.01%
2,019
-2,812
2000
$27.5K ﹤0.01%
+586