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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
826
$1.86M 0.01%
6,211
+794
827
$1.85M 0.01%
8,973
-384
828
$1.85M 0.01%
8,477
-6,609
829
$1.85M 0.01%
72,878
-47,530
830
$1.85M 0.01%
21,125
-145
831
$1.82M 0.01%
29,847
+449
832
$1.82M 0.01%
39,735
-3,577
833
$1.82M 0.01%
60,128
-5,828
834
$1.81M 0.01%
12,385
+86
835
$1.81M 0.01%
77,620
-10,037
836
$1.81M 0.01%
38,986
+1,257
837
$1.81M 0.01%
65,216
+12,142
838
$1.8M 0.01%
3,242
-594
839
$1.8M 0.01%
16,378
+475
840
$1.8M 0.01%
48,693
+9,100
841
$1.8M 0.01%
51,139
-491
842
$1.79M 0.01%
33,125
-9,187
843
$1.78M 0.01%
30,371
-16,620
844
$1.78M 0.01%
30,838
+1,251
845
$1.77M 0.01%
8,440
+2,368
846
$1.77M 0.01%
42,159
+2,141
847
$1.76M 0.01%
96,795
+1,824
848
$1.75M 0.01%
42,024
-1,216
849
$1.75M 0.01%
44,009
+1,634
850
$1.74M 0.01%
45,452
-28,724
32 33
34
35 36