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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
651
$2.94M 0.02%
59,634
+5,414
652
$2.94M 0.02%
123,830
-3,674
653
$2.93M 0.02%
23,349
-649
654
$2.93M 0.02%
115,750
+103,454
655
$2.92M 0.02%
161,825
-58,502
656
$2.91M 0.02%
36,189
+1,188
657
$2.91M 0.02%
38,965
+18,626
658
$2.91M 0.02%
110,704
+43,004
659
$2.9M 0.02%
36,729
-3,131
660
$2.9M 0.02%
14,073
+497
661
$2.9M 0.02%
55,006
+6,934
662
$2.88M 0.02%
22,685
+4,816
663
$2.88M 0.02%
77,092
-883
664
$2.86M 0.02%
121,106
+3,459
665
$2.85M 0.02%
27,473
+3,215
666
$2.85M 0.02%
33,203
+27,028
667
$2.81M 0.02%
24,882
+6,995
668
$2.8M 0.02%
18,870
+523
669
$2.8M 0.02%
112,654
-7,937
670
$2.8M 0.02%
619,910
+462,210
671
$2.79M 0.02%
14,467
+1,635
672
$2.79M 0.02%
113,784
-9,204
673
$2.78M 0.02%
18,419
-11,582
674
$2.76M 0.02%
88,477
+2,362
675
$2.76M 0.02%
83,231
+7,462
25 26
27
28 29