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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
26
$89.4M 0.58%
452,918
+11,007
27
$84.8M 0.55%
507,019
-20,695
28
$84.6M 0.55%
496,451
+1,700
29
$78.1M 0.51%
275,649
+20,735
30
$76.6M 0.5%
711,917
+54,118
31
$75.9M 0.49%
202,236
-20,118
32
$75.7M 0.49%
193,447
+2,284
33
$75.3M 0.49%
454,108
+35,711
34
$74.4M 0.48%
183,602
+13,934
35
$73.6M 0.48%
499,796
-9,134
36
$73.2M 0.47%
82,587
+3,441
37
$70.8M 0.46%
604,016
+17,636
38
$70.5M 0.46%
120,598
-2,528
39
$69.2M 0.45%
857,563
+97,728
40
$68.8M 0.45%
881,635
+27,668
41
$67.8M 0.44%
342,555
+73
42
$67.7M 0.44%
446,312
+26,460
43
$67.1M 0.44%
340,542
+35,741
44
$65.8M 0.43%
876,149
+31,911
45
$63.3M 0.41%
244,207
+7,405
46
$62.1M 0.4%
65,428
+713
47
$60.8M 0.39%
230,352
+5,957
48
$60.7M 0.39%
519,243
+64,157
49
$59.5M 0.39%
258,706
+16,893
50
$57.9M 0.38%
993,019
+7,400
1
2
3 4 5