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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
2051
$24.5K ﹤0.01%
+6,783
2052
$24.5K ﹤0.01%
+3,940
2053
$24.4K ﹤0.01%
+1,375
2054
$24.4K ﹤0.01%
+668
2055
$24.4K ﹤0.01%
7,795
+779
2056
$24.3K ﹤0.01%
+3,017
2057
$24.2K ﹤0.01%
+2,519
2058
$24.2K ﹤0.01%
+531
2059
$24K ﹤0.01%
+1,248
2060
$24K ﹤0.01%
+3,036
2061
$23.9K ﹤0.01%
+3,419
2062
$23.9K ﹤0.01%
+1,359
2063
$23.8K ﹤0.01%
+1,128
2064
$23.7K ﹤0.01%
+456
2065
$23.5K ﹤0.01%
+779
2066
$23.5K ﹤0.01%
+2,400
2067
$23.4K ﹤0.01%
+1,133
2068
$23.3K ﹤0.01%
+967
2069
$23.3K ﹤0.01%
+6,137
2070
$23.3K ﹤0.01%
+4,724
2071
$23.3K ﹤0.01%
+688
2072
$23.2K ﹤0.01%
+1,509
2073
$23.2K ﹤0.01%
+3,232
2074
$23.2K ﹤0.01%
+3,500
2075
$23.2K ﹤0.01%
+3,561