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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
376
$6.78M 0.04%
95,960
+16,649
377
$6.76M 0.04%
28,867
+3,992
378
$6.74M 0.04%
157,645
+9,592
379
$6.73M 0.04%
128,015
+62
380
$6.59M 0.04%
13,327
-2,101
381
$6.56M 0.04%
11,259
+2,793
382
$6.55M 0.04%
121,870
-19,279
383
$6.54M 0.04%
214,974
-6,252
384
$6.51M 0.04%
62,808
-32,280
385
$6.49M 0.04%
293,926
+2,841
386
$6.47M 0.04%
231,887
+196,453
387
$6.45M 0.04%
24,821
-6,691
388
$6.45M 0.04%
105,192
-40,182
389
$6.42M 0.04%
3,131
-547
390
$6.42M 0.04%
256,518
+54,525
391
$6.41M 0.04%
76,867
-1,430
392
$6.4M 0.04%
293,896
-3,504
393
$6.38M 0.04%
107,743
-4,988
394
$6.37M 0.04%
146,780
-19,186
395
$6.35M 0.04%
125,564
+8,718
396
$6.34M 0.04%
208,553
+19,436
397
$6.34M 0.04%
153,462
-74,512
398
$6.33M 0.04%
31,606
+3,239
399
$6.31M 0.04%
322,658
+18,445
400
$6.31M 0.04%
57,672
-7,703
14 15
16
17 18