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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
3476
$1.22K ﹤0.01%
52
+34
3477
$1.21K ﹤0.01%
200
3478
$1.21K ﹤0.01%
300
3479
$1.21K ﹤0.01%
15
3480
$1.19K ﹤0.01%
325
+11
3481
$1.19K ﹤0.01%
104
3482
$1.18K ﹤0.01%
5
3483
$1.17K ﹤0.01%
24
3484
$1.17K ﹤0.01%
73
3485
$1.16K ﹤0.01%
55
3486
$1.16K ﹤0.01%
272
3487
$1.15K ﹤0.01%
19
3488
$1.13K ﹤0.01%
300
3489
$1.11K ﹤0.01%
8
3490
$1.1K ﹤0.01%
124
-2
3491
$1.1K ﹤0.01%
32
3492
$1.08K ﹤0.01%
14
3493
$1.07K ﹤0.01%
34
-8
3494
$1.07K ﹤0.01%
61
3495
$1.07K ﹤0.01%
200
3496
$1.07K ﹤0.01%
1,100
+10
3497
$1.06K ﹤0.01%
+715
3498
$1.06K ﹤0.01%
100
+50
3499
$1.05K ﹤0.01%
200
3500
$1.04K ﹤0.01%
46
138 139
140
141 142