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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
2351
$10.7K ﹤0.01%
+228
2352
$10.6K ﹤0.01%
+211
2353
$10.6K ﹤0.01%
+400
2354
$10.6K ﹤0.01%
+747
2355
$10.6K ﹤0.01%
+2,626
2356
$10.4K ﹤0.01%
+503
2357
$10.4K ﹤0.01%
+65,438
2358
$10.4K ﹤0.01%
46,811
+3,369
2359
$10.4K ﹤0.01%
+10,685
2360
$10.3K ﹤0.01%
+200
2361
$10.3K ﹤0.01%
27,822
+2,739
2362
$10.2K ﹤0.01%
+635
2363
$10.2K ﹤0.01%
+2,226
2364
$10.2K ﹤0.01%
+1,112
2365
$10.2K ﹤0.01%
+9,186
2366
$10.1K ﹤0.01%
+1,116
2367
$10.1K ﹤0.01%
+577
2368
$10.1K ﹤0.01%
+145
2369
$10.1K ﹤0.01%
+153
2370
$10K ﹤0.01%
544
-18,410
2371
$9.8K ﹤0.01%
+217
2372
$9.79K ﹤0.01%
+367
2373
$9.76K ﹤0.01%
+1,763
2374
$9.74K ﹤0.01%
+1,336
2375
$9.74K ﹤0.01%
+400