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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
2876
$12.3K ﹤0.01%
137
-1
2877
$12.2K ﹤0.01%
200
2878
$12.1K ﹤0.01%
+457
2879
$12.1K ﹤0.01%
+315
2880
$12.1K ﹤0.01%
371
2881
$12K ﹤0.01%
785
-11,966
2882
$11.9K ﹤0.01%
697
+1
2883
$11.9K ﹤0.01%
+225
2884
$11.8K ﹤0.01%
484
-24
2885
$11.8K ﹤0.01%
+4,611
2886
$11.8K ﹤0.01%
909
2887
$11.7K ﹤0.01%
222
-86
2888
$11.7K ﹤0.01%
664
2889
$11.6K ﹤0.01%
40
2890
$11.5K ﹤0.01%
+762
2891
$11.5K ﹤0.01%
400
2892
$11.5K ﹤0.01%
909
-23,451
2893
$11.4K ﹤0.01%
231
2894
$11.4K ﹤0.01%
1,341
+1
2895
$11.4K ﹤0.01%
493
+4
2896
$11.4K ﹤0.01%
1,333
-1,000
2897
$11.4K ﹤0.01%
134
+49
2898
$11.4K ﹤0.01%
372
+251
2899
$11.4K ﹤0.01%
46
+20
2900
$11.3K ﹤0.01%
247
114 115
116
117 118