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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
3226
$3.88K ﹤0.01%
72
+69
3227
$3.88K ﹤0.01%
50
3228
$3.85K ﹤0.01%
545
3229
$3.85K ﹤0.01%
285
3230
$3.85K ﹤0.01%
500
3231
$3.84K ﹤0.01%
146
3232
$3.83K ﹤0.01%
+125
3233
$3.83K ﹤0.01%
21
3234
$3.83K ﹤0.01%
78
+1
3235
$3.83K ﹤0.01%
96
3236
$3.83K ﹤0.01%
+165
3237
$3.82K ﹤0.01%
109
3238
$3.81K ﹤0.01%
151
3239
$3.78K ﹤0.01%
297
3240
$3.77K ﹤0.01%
2,500
3241
$3.75K ﹤0.01%
166
3242
$3.75K ﹤0.01%
264
-304
3243
$3.75K ﹤0.01%
110
-29
3244
$3.73K ﹤0.01%
235
3245
$3.72K ﹤0.01%
43
3246
$3.7K ﹤0.01%
105
-1
3247
$3.68K ﹤0.01%
+235
3248
$3.68K ﹤0.01%
42
3249
$3.67K ﹤0.01%
75
3250
$3.66K ﹤0.01%
410
-150
128 129
130
131 132