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
876
$1.66M 0.01%
+79,172
877
$1.66M 0.01%
54,833
+602
878
$1.66M 0.01%
23,197
-3,766
879
$1.66M 0.01%
134,167
+3,087
880
$1.65M 0.01%
138,249
+27,177
881
$1.65M 0.01%
97,692
+8,828
882
$1.64M 0.01%
13,721
+2,239
883
$1.64M 0.01%
43,080
+30
884
$1.64M 0.01%
18,351
-592
885
$1.63M 0.01%
38,017
-856
886
$1.63M 0.01%
84,772
+25,028
887
$1.63M 0.01%
45,034
+5,094
888
$1.62M 0.01%
20,919
-764
889
$1.62M 0.01%
17,114
+533
890
$1.62M 0.01%
14,450
-464
891
$1.61M 0.01%
17,192
+2,547
892
$1.61M 0.01%
44,441
+6,786
893
$1.61M 0.01%
20,880
+4,180
894
$1.6M 0.01%
22,399
+715
895
$1.59M 0.01%
32,818
-7,902
896
$1.59M 0.01%
173,485
-3,378
897
$1.58M 0.01%
68,034
-3,839
898
$1.58M 0.01%
56,869
+19,255
899
$1.58M 0.01%
33,284
+3,061
900
$1.57M 0.01%
37,910
+1,508
34 35
36
37 38