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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
2401
$9.08K ﹤0.01%
+416
2402
$9.07K ﹤0.01%
+957
2403
$9.02K ﹤0.01%
+546
2404
$8.96K ﹤0.01%
+1,180
2405
$8.86K ﹤0.01%
+16
2406
$8.85K ﹤0.01%
+1,207
2407
$8.78K ﹤0.01%
15,303
-4,259
2408
$8.75K ﹤0.01%
+153
2409
$8.69K ﹤0.01%
+176
2410
$8.67K ﹤0.01%
+170
2411
$8.64K ﹤0.01%
+982
2412
$8.52K ﹤0.01%
+239
2413
$8.51K ﹤0.01%
29,202
+4,375
2414
$8.5K ﹤0.01%
+3,171
2415
$8.49K ﹤0.01%
477
+1
2416
$8.46K ﹤0.01%
+200
2417
$8.45K ﹤0.01%
+1,831
2418
$8.42K ﹤0.01%
+168
2419
$8.41K ﹤0.01%
+117
2420
$8.41K ﹤0.01%
+192
2421
$8.4K ﹤0.01%
+3,020
2422
$8.37K ﹤0.01%
+666
2423
$8.37K ﹤0.01%
+612
2424
$8.32K ﹤0.01%
+220
2425
$8.32K ﹤0.01%
+397