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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
901
$1.57M 0.01%
8,696
-40
902
$1.57M 0.01%
99,642
-562
903
$1.57M 0.01%
45,465
-34,546
904
$1.57M 0.01%
41,355
-45,339
905
$1.57M 0.01%
23,036
+1,289
906
$1.56M 0.01%
26,115
-7,292
907
$1.56M 0.01%
12,572
+5,256
908
$1.56M 0.01%
42,370
-21,508
909
$1.55M 0.01%
47,178
+5,678
910
$1.55M 0.01%
31,054
+25,339
911
$1.54M 0.01%
40,897
+5,275
912
$1.54M 0.01%
19,141
+2,037
913
$1.54M 0.01%
25,029
-125
914
$1.54M 0.01%
15,594
+6,576
915
$1.54M 0.01%
+56,574
916
$1.54M 0.01%
9,917
-1,391
917
$1.53M 0.01%
24,412
+2,251
918
$1.53M 0.01%
59,761
+17,212
919
$1.53M 0.01%
20,297
-12,184
920
$1.52M 0.01%
31,108
-82
921
$1.52M 0.01%
3,082
+509
922
$1.51M 0.01%
36,950
-3,497
923
$1.51M 0.01%
51,223
-5,177
924
$1.5M 0.01%
99,031
-23,529
925
$1.5M 0.01%
8,264
+688
35 36
37
38 39