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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
2851
$13.5K ﹤0.01%
41
2852
$13.5K ﹤0.01%
250
2853
$13.4K ﹤0.01%
500
2854
$13.4K ﹤0.01%
619
+8
2855
$13.4K ﹤0.01%
+266
2856
$13.3K ﹤0.01%
+1,648
2857
$13.3K ﹤0.01%
112
-1,783
2858
$13.1K ﹤0.01%
+1,047
2859
$13K ﹤0.01%
619
-201
2860
$13K ﹤0.01%
36
+1
2861
$12.9K ﹤0.01%
554
2862
$12.9K ﹤0.01%
101
2863
$12.9K ﹤0.01%
1,480
2864
$12.9K ﹤0.01%
3,602
2865
$12.8K ﹤0.01%
18,331
2866
$12.8K ﹤0.01%
+833
2867
$12.6K ﹤0.01%
235
+2
2868
$12.6K ﹤0.01%
700
-345
2869
$12.6K ﹤0.01%
927
+2
2870
$12.6K ﹤0.01%
+831
2871
$12.5K ﹤0.01%
200
+100
2872
$12.4K ﹤0.01%
92
-4
2873
$12.4K ﹤0.01%
317
-18
2874
$12.4K ﹤0.01%
4,163
+8
2875
$12.3K ﹤0.01%
95
113 114
115
116 117