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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
3426
$1.6K ﹤0.01%
46
-172
3427
$1.6K ﹤0.01%
34
3428
$1.6K ﹤0.01%
151
3429
$1.59K ﹤0.01%
57
3430
$1.58K ﹤0.01%
20
-6
3431
$1.57K ﹤0.01%
71
+1
3432
$1.56K ﹤0.01%
111
+6
3433
$1.56K ﹤0.01%
1,333
-66
3434
$1.56K ﹤0.01%
150
+50
3435
$1.56K ﹤0.01%
120
3436
$1.53K ﹤0.01%
100
3437
$1.52K ﹤0.01%
219
-59
3438
$1.51K ﹤0.01%
25
3439
$1.5K ﹤0.01%
100
3440
$1.5K ﹤0.01%
100
3441
$1.49K ﹤0.01%
20
-2
3442
$1.49K ﹤0.01%
97
3443
$1.49K ﹤0.01%
513
+209
3444
$1.48K ﹤0.01%
52
3445
$1.46K ﹤0.01%
51
3446
$1.46K ﹤0.01%
42
3447
$1.45K ﹤0.01%
167
+1
3448
$1.44K ﹤0.01%
50
3449
$1.43K ﹤0.01%
194
3450
$1.42K ﹤0.01%
1,000
136 137
138
139 140