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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
2301
$12.3K ﹤0.01%
+192
2302
$12.3K ﹤0.01%
+1,535
2303
$12.2K ﹤0.01%
+851
2304
$12.2K ﹤0.01%
+400
2305
$12.2K ﹤0.01%
+1,755
2306
$12.1K ﹤0.01%
+191
2307
$12.1K ﹤0.01%
+528
2308
$12.1K ﹤0.01%
+602
2309
$12.1K ﹤0.01%
+298
2310
$12K ﹤0.01%
+240
2311
$12K ﹤0.01%
+5,185
2312
$12K ﹤0.01%
+275
2313
$11.9K ﹤0.01%
+1,786
2314
$11.8K ﹤0.01%
311
-9,325
2315
$11.8K ﹤0.01%
+3,571
2316
$11.8K ﹤0.01%
+6,008
2317
$11.7K ﹤0.01%
+1,946
2318
$11.7K ﹤0.01%
+1,287
2319
$11.6K ﹤0.01%
+1,040
2320
$11.6K ﹤0.01%
+1,994
2321
$11.6K ﹤0.01%
+855
2322
$11.5K ﹤0.01%
+2,609
2323
$11.5K ﹤0.01%
+289
2324
$11.5K ﹤0.01%
+1,313
2325
$11.5K ﹤0.01%
+571