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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
$15.4B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,006
New
Increased
Reduced
Closed

Top Buys

1
+$57.3M
2
+$51.8M
3
+$39.3M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$34.5M
5
TJX icon
TJX Companies
TJX
+$32.4M

Top Sells

1
+$31.2M
2
+$29.7M
3
+$16.1M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$14.5M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$12.2M

Sector Composition

1 Technology 14.7%
2 Financials 6%
3 Healthcare 4.68%
4 Consumer Discretionary 4.57%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2826
$14.6K ﹤0.01%
468
+4
2827
$14.6K ﹤0.01%
150
2828
$14.6K ﹤0.01%
1,263
2829
$14.6K ﹤0.01%
1,633
+3
2830
$14.5K ﹤0.01%
2,550
+50
2831
$14.5K ﹤0.01%
+4,148
2832
$14.5K ﹤0.01%
270
-224
2833
$14.4K ﹤0.01%
1,866
2834
$14.4K ﹤0.01%
236
2835
$14.4K ﹤0.01%
224
+35
2836
$14.3K ﹤0.01%
26
2837
$14.3K ﹤0.01%
256
2838
$14.3K ﹤0.01%
1,100
-55
2839
$14.2K ﹤0.01%
25,120
2840
$14K ﹤0.01%
743
2841
$14K ﹤0.01%
288
2842
$14K ﹤0.01%
1,576
-10,500
2843
$13.9K ﹤0.01%
442
-8,835
2844
$13.7K ﹤0.01%
200
2845
$13.7K ﹤0.01%
304
2846
$13.7K ﹤0.01%
357
2847
$13.7K ﹤0.01%
1,000
2848
$13.6K ﹤0.01%
198
2849
$13.5K ﹤0.01%
435
-150
2850
$13.5K ﹤0.01%
145
112 113
114
115 116