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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
676
$2.73M 0.02%
40,683
-20,293
677
$2.72M 0.02%
53,867
+2,708
678
$2.69M 0.02%
34,825
+4,948
679
$2.69M 0.02%
36,446
-2,761
680
$2.69M 0.02%
19,743
+2,425
681
$2.68M 0.02%
127,420
+423
682
$2.67M 0.02%
26,040
+479
683
$2.67M 0.02%
6,573
+3,159
684
$2.67M 0.02%
8,952
+146
685
$2.67M 0.02%
20,669
+13,193
686
$2.66M 0.02%
21,720
-1,026
687
$2.66M 0.02%
17,658
+7,221
688
$2.65M 0.02%
164,244
+47,482
689
$2.65M 0.02%
36,135
-7,871
690
$2.65M 0.02%
134,959
+12,600
691
$2.64M 0.02%
70,809
+6,274
692
$2.6M 0.02%
60,691
+1,073
693
$2.59M 0.02%
19,874
-1,302
694
$2.57M 0.02%
25,157
-4,669
695
$2.57M 0.02%
10,704
+1,144
696
$2.57M 0.02%
10,624
+1,145
697
$2.57M 0.02%
18,287
+3,060
698
$2.52M 0.02%
32,247
-9,553
699
$2.51M 0.02%
72,760
-33,169
700
$2.51M 0.02%
26,127
-10,833
26 27
28
29 30