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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
2151
$18.1K ﹤0.01%
+612
2152
$18.1K ﹤0.01%
+570
2153
$17.9K ﹤0.01%
36,513
-15,176
2154
$17.9K ﹤0.01%
+2,423
2155
$17.9K ﹤0.01%
+79
2156
$17.9K ﹤0.01%
+1,302
2157
$17.8K ﹤0.01%
1,419
-11,484
2158
$17.7K ﹤0.01%
+2,789
2159
$17.7K ﹤0.01%
+3,575
2160
$17.7K ﹤0.01%
+364
2161
$17.6K ﹤0.01%
+3,775
2162
$17.6K ﹤0.01%
+578
2163
$17.4K ﹤0.01%
+2,793
2164
$17.4K ﹤0.01%
+1,393
2165
$17.3K ﹤0.01%
+164
2166
$17.3K ﹤0.01%
+1,317
2167
$17.3K ﹤0.01%
+297
2168
$17.3K ﹤0.01%
+6,163
2169
$17.3K ﹤0.01%
+2,074
2170
$17.1K ﹤0.01%
+573
2171
$17K ﹤0.01%
+317
2172
$16.9K ﹤0.01%
+3,303
2173
$16.9K ﹤0.01%
+439
2174
$16.9K ﹤0.01%
5,717
-103
2175
$16.9K ﹤0.01%
+226