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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
426
$5.8M 0.04%
96,278
+33,054
427
$5.79M 0.04%
875,167
+798,016
428
$5.76M 0.04%
79,822
-254
429
$5.72M 0.04%
137,132
+1,658
430
$5.63M 0.04%
46,775
+1,890
431
$5.63M 0.04%
85,370
+3,388
432
$5.55M 0.04%
20,052
-9,958
433
$5.53M 0.04%
10,948
+1,548
434
$5.52M 0.04%
119,632
+32,671
435
$5.52M 0.04%
92,838
+91,269
436
$5.52M 0.04%
153,334
+15,334
437
$5.5M 0.04%
278,747
+23,027
438
$5.43M 0.04%
100,971
+7,530
439
$5.42M 0.04%
37,908
+3,522
440
$5.41M 0.04%
26,958
+1,187
441
$5.41M 0.04%
64,707
+16,996
442
$5.41M 0.04%
121,263
-19,089
443
$5.4M 0.04%
45,903
+2,449
444
$5.39M 0.04%
278,515
+2,318
445
$5.38M 0.03%
21,084
+915
446
$5.37M 0.03%
254,380
+17,945
447
$5.33M 0.03%
237,980
-27,061
448
$5.32M 0.03%
258,659
+22,357
449
$5.32M 0.03%
48,527
-692
450
$5.3M 0.03%
62,959
+924
16 17
18
19 20