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NewEdge Advisors Portfolio holdings
AUM
$27.7B
1-Year Est. Return
23.01%
This Fund
S&P 500
1 Year Est. Return
+23.01%
AUM
$15.4B
AUM Growth
+$1.68B
(+12%)
Holding
4,006
Top Buys
| 1 | +$55M | |
| 2 | +$49.8M | |
| 3 | +$38.6M | |
| 4 |
First Trust Institutional Preferred Securities and Income ETF
FPEI
|
+$33.8M |
| 5 |
TJX Companies
TJX
|
+$31.6M |
Top Sells
| 1 | +$31.2M | |
| 2 | +$31.1M | |
| 3 | +$16M | |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$14.2M |
| 5 |
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$12.1M |
Sector Composition
| 1 | Technology | 14.69% |
| 2 | Financials | 6% |
| 3 | Healthcare | 4.68% |
| 4 | Consumer Discretionary | 4.57% |
| 5 | Industrials | 3.3% |