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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
2276
$13.2K ﹤0.01%
+491
2277
$13.2K ﹤0.01%
+276
2278
$13.1K ﹤0.01%
+1,745
2279
$13K ﹤0.01%
+1,047
2280
$13K ﹤0.01%
+2,718
2281
$12.9K ﹤0.01%
+1,926
2282
$12.9K ﹤0.01%
+1,432
2283
$12.9K ﹤0.01%
+41
2284
$12.8K ﹤0.01%
+504
2285
$12.8K ﹤0.01%
+27
2286
$12.8K ﹤0.01%
+61
2287
$12.8K ﹤0.01%
+299
2288
$12.8K ﹤0.01%
+592
2289
$12.6K ﹤0.01%
+1,695
2290
$12.6K ﹤0.01%
+75
2291
$12.5K ﹤0.01%
+918
2292
$12.5K ﹤0.01%
+561
2293
$12.5K ﹤0.01%
+1,000
2294
$12.5K ﹤0.01%
+422
2295
$12.4K ﹤0.01%
+67
2296
$12.4K ﹤0.01%
+892
2297
$12.4K ﹤0.01%
+402
2298
$12.4K ﹤0.01%
+2,375
2299
$12.4K ﹤0.01%
+582
2300
$12.3K ﹤0.01%
+4,116