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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
2176
$16.9K ﹤0.01%
+2,000
2177
$16.9K ﹤0.01%
6,880
-331
2178
$16.9K ﹤0.01%
+122
2179
$16.8K ﹤0.01%
+6,747
2180
$16.8K ﹤0.01%
+5,364
2181
$16.7K ﹤0.01%
2,231
-22,769
2182
$16.7K ﹤0.01%
+3,881
2183
$16.7K ﹤0.01%
+5,324
2184
$16.7K ﹤0.01%
+1,845
2185
$16.6K ﹤0.01%
+168
2186
$16.6K ﹤0.01%
+394
2187
$16.6K ﹤0.01%
+3,816
2188
$16.6K ﹤0.01%
+1,397
2189
$16.6K ﹤0.01%
+4,655
2190
$16.5K ﹤0.01%
+652
2191
$16.5K ﹤0.01%
+420
2192
$16.5K ﹤0.01%
+311
2193
$16.4K ﹤0.01%
+1,002
2194
$16.3K ﹤0.01%
+1,589
2195
$16.3K ﹤0.01%
+1,567
2196
$16.3K ﹤0.01%
+3,841
2197
$16.3K ﹤0.01%
+5,225
2198
$16.3K ﹤0.01%
+390
2199
$16.2K ﹤0.01%
+1,988
2200
$16.2K ﹤0.01%
+200