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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
701
$2.5M 0.02%
21,578
+4,289
702
$2.48M 0.02%
41,955
-44,775
703
$2.47M 0.02%
52,756
-1,182
704
$2.47M 0.02%
6,694
+1,030
705
$2.46M 0.02%
11,401
+554
706
$2.46M 0.02%
15,285
+763
707
$2.45M 0.02%
37,975
-8,172
708
$2.45M 0.02%
51,532
+4,845
709
$2.44M 0.02%
15,981
+2,027
710
$2.44M 0.02%
5,310
+44
711
$2.43M 0.02%
27,419
+596
712
$2.42M 0.02%
11,832
-1,958
713
$2.42M 0.02%
229,322
-55,203
714
$2.42M 0.02%
14,957
+194
715
$2.42M 0.02%
2,330
+189
716
$2.42M 0.02%
33,137
-8,467
717
$2.41M 0.02%
49,762
-2,598
718
$2.38M 0.02%
75,278
-3,490
719
$2.37M 0.02%
47,001
+6,065
720
$2.36M 0.02%
24,545
+13,502
721
$2.35M 0.02%
35,351
+6,665
722
$2.34M 0.02%
70,297
+3,615
723
$2.33M 0.02%
18,368
+113
724
$2.32M 0.02%
44,542
-2,659
725
$2.31M 0.02%
59,404
-19,921
27 28
29
30 31