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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
2251
$14.1K ﹤0.01%
+239
2252
$14K ﹤0.01%
+241
2253
$14K ﹤0.01%
+1,217
2254
$14K ﹤0.01%
+600
2255
$14K ﹤0.01%
+477
2256
$13.9K ﹤0.01%
+315
2257
$13.9K ﹤0.01%
61,816
+1,677
2258
$13.8K ﹤0.01%
+294
2259
$13.8K ﹤0.01%
8,946
+282
2260
$13.8K ﹤0.01%
+15,000
2261
$13.8K ﹤0.01%
+64
2262
$13.7K ﹤0.01%
+4,348
2263
$13.6K ﹤0.01%
+214
2264
$13.6K ﹤0.01%
+1,637
2265
$13.6K ﹤0.01%
+2,261
2266
$13.4K ﹤0.01%
+2,084
2267
$13.4K ﹤0.01%
+497
2268
$13.3K ﹤0.01%
7,175
-3,596
2269
$13.3K ﹤0.01%
+486
2270
$13.3K ﹤0.01%
+268
2271
$13.3K ﹤0.01%
+367
2272
$13.3K ﹤0.01%
+197
2273
$13.3K ﹤0.01%
+268
2274
$13.3K ﹤0.01%
+627
2275
$13.2K ﹤0.01%
+446