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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
2226
$14.9K ﹤0.01%
+143
2227
$14.8K ﹤0.01%
15,589
+3,821
2228
$14.8K ﹤0.01%
+303
2229
$14.8K ﹤0.01%
1,000
-16,502
2230
$14.8K ﹤0.01%
55,660
+671
2231
$14.8K ﹤0.01%
+731
2232
$14.7K ﹤0.01%
54,840
+2,374
2233
$14.6K ﹤0.01%
+259
2234
$14.6K ﹤0.01%
+1,406
2235
$14.5K ﹤0.01%
58,061
+658
2236
$14.5K ﹤0.01%
+273
2237
$14.5K ﹤0.01%
+1,114
2238
$14.4K ﹤0.01%
+125
2239
$14.4K ﹤0.01%
+413
2240
$14.4K ﹤0.01%
+3,839
2241
$14.4K ﹤0.01%
18,331
2242
$14.3K ﹤0.01%
+1,014
2243
$14.3K ﹤0.01%
+6,402
2244
$14.3K ﹤0.01%
+466
2245
$14.3K ﹤0.01%
+443
2246
$14.3K ﹤0.01%
8,964
-14,377
2247
$14.3K ﹤0.01%
+442
2248
$14.3K ﹤0.01%
+300
2249
$14.1K ﹤0.01%
+1,288
2250
$14.1K ﹤0.01%
+3,126