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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 icon
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
276
$10.8M 0.07%
459,396
+54,744
277
$10.7M 0.07%
104,013
-389
278
$10.7M 0.07%
40,679
+4,265
279
$10.7M 0.07%
89,958
+22,061
280
$10.7M 0.07%
109,882
-64,155
281
$10.6M 0.07%
406,328
+50,100
282
$10.6M 0.07%
131,175
+63,765
283
$10.5M 0.07%
466,221
+46,524
284
$10.4M 0.07%
73,503
+1,087
285
$10.4M 0.07%
189,395
-2,016
286
$10.3M 0.07%
13,362
-755
287
$10.3M 0.07%
304,955
+39,198
288
$10.2M 0.07%
75,717
-30
289
$10.2M 0.07%
99,006
+2,245
290
$10.2M 0.07%
199,306
-2,659
291
$10.1M 0.07%
191,933
+23,586
292
$10.1M 0.07%
331,321
+5,791
293
$10.1M 0.07%
303,312
-83,660
294
$10M 0.06%
475,399
+7,617
295
$9.93M 0.06%
204,966
+22,987
296
$9.88M 0.06%
101,375
-15,010
297
$9.86M 0.06%
513,785
-8,749
298
$9.83M 0.06%
10,630
+921
299
$9.82M 0.06%
85,386
-19,771
300
$9.82M 0.06%
213,971
-15,624
10 11
12
13 14