NA

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
476
$4.94M 0.03%
183,948
+72,421
477
$4.94M 0.03%
106,385
+100,575
478
$4.93M 0.03%
28,610
-7,870
479
$4.93M 0.03%
11,448
+903
480
$4.92M 0.03%
96,424
+4,006
481
$4.91M 0.03%
159,589
-21,972
482
$4.89M 0.03%
49,994
+19,052
483
$4.88M 0.03%
97,040
+14,914
484
$4.88M 0.03%
95,956
-14,194
485
$4.86M 0.03%
131,015
+36,768
486
$4.86M 0.03%
50,497
+5,925
487
$4.85M 0.03%
26,961
+6,437
488
$4.83M 0.03%
9,149
-1,683
489
$4.83M 0.03%
59,170
-15,160
490
$4.79M 0.03%
15,956
+13,503
491
$4.74M 0.03%
33,332
-9,756
492
$4.73M 0.03%
312,612
+265,313
493
$4.72M 0.03%
71,663
+50,075
494
$4.7M 0.03%
61,170
-14,310
495
$4.69M 0.03%
55,996
+878
496
$4.69M 0.03%
19,811
-308
497
$4.69M 0.03%
111,791
-12,525
498
$4.69M 0.03%
98,590
-1,658
499
$4.68M 0.03%
51,676
+39,098
500
$4.68M 0.03%
39,364
-4,676
18 19
20
21 22