NA

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
3301
$3.08K ﹤0.01%
175
3302
$3.07K ﹤0.01%
47
3303
$3.06K ﹤0.01%
174
+1
3304
$3.04K ﹤0.01%
116
3305
$3.04K ﹤0.01%
695
-38
3306
$3.01K ﹤0.01%
105
3307
$2.99K ﹤0.01%
100
3308
$2.97K ﹤0.01%
63
3309
$2.96K ﹤0.01%
251
-3
3310
$2.94K ﹤0.01%
60
3311
$2.93K ﹤0.01%
33
3312
$2.88K ﹤0.01%
+40
3313
$2.88K ﹤0.01%
+150
3314
$2.87K ﹤0.01%
44
+43
3315
$2.8K ﹤0.01%
321
+1
3316
$2.8K ﹤0.01%
97
+1
3317
$2.78K ﹤0.01%
36
-93
3318
$2.77K ﹤0.01%
54
3319
$2.73K ﹤0.01%
50
3320
$2.73K ﹤0.01%
161
3321
$2.73K ﹤0.01%
70
3322
$2.73K ﹤0.01%
70
-63
3323
$2.72K ﹤0.01%
269
3324
$2.71K ﹤0.01%
564
-8
3325
$2.7K ﹤0.01%
80
131 132
133
134 135