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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
2451
$7.68K ﹤0.01%
+5,187
2452
$7.65K ﹤0.01%
+150
2453
$7.63K ﹤0.01%
+259
2454
$7.61K ﹤0.01%
+205
2455
$7.58K ﹤0.01%
+397
2456
$7.45K ﹤0.01%
+703
2457
$7.43K ﹤0.01%
+378
2458
$7.38K ﹤0.01%
+1,488
2459
$7.33K ﹤0.01%
+68
2460
$7.32K ﹤0.01%
+7,059
2461
$7.32K ﹤0.01%
8,658
-2,716
2462
$7.25K ﹤0.01%
+1,774
2463
$7.2K ﹤0.01%
+317,143
2464
$7.2K ﹤0.01%
+1,882
2465
$7.19K ﹤0.01%
+115
2466
$7.19K ﹤0.01%
+380
2467
$7.18K ﹤0.01%
+93
2468
$7.17K ﹤0.01%
+150
2469
$7.14K ﹤0.01%
+605
2470
$7.13K ﹤0.01%
+5,013
2471
$7.09K ﹤0.01%
+878
2472
$7.05K ﹤0.01%
+5,824
2473
$7.05K ﹤0.01%
+69
2474
$6.99K ﹤0.01%
+152
2475
$6.98K ﹤0.01%
+122