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
2026
$26K ﹤0.01%
+353
2027
$26K ﹤0.01%
+65
2028
$25.9K ﹤0.01%
8,799
+188
2029
$25.9K ﹤0.01%
+3,200
2030
$25.9K ﹤0.01%
+2,500
2031
$25.8K ﹤0.01%
+4,297
2032
$25.8K ﹤0.01%
+610
2033
$25.7K ﹤0.01%
+910
2034
$25.7K ﹤0.01%
+816
2035
$25.7K ﹤0.01%
2,352
-12,538
2036
$25.5K ﹤0.01%
+832
2037
$25.4K ﹤0.01%
+1,508
2038
$25.4K ﹤0.01%
+494
2039
$25.3K ﹤0.01%
11,638
-942
2040
$25.3K ﹤0.01%
+207
2041
$25K ﹤0.01%
858
+206
2042
$25K ﹤0.01%
+1,397
2043
$24.9K ﹤0.01%
11,304
+691
2044
$24.7K ﹤0.01%
3,434
-32,146
2045
$24.7K ﹤0.01%
+1,115
2046
$24.6K ﹤0.01%
+389
2047
$24.6K ﹤0.01%
+560
2048
$24.6K ﹤0.01%
+1,197
2049
$24.5K ﹤0.01%
+2,100
2050
$24.5K ﹤0.01%
24,418
+4,480