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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
2276
$78.1K ﹤0.01%
10,575
2277
$78.1K ﹤0.01%
440
-468
2278
$77.6K ﹤0.01%
809
+490
2279
$77.2K ﹤0.01%
14,036
+13,110
2280
$77K ﹤0.01%
1,966
-209
2281
$76.3K ﹤0.01%
4,117
2282
$76.2K ﹤0.01%
3,229
+3,114
2283
$76.2K ﹤0.01%
317
-36
2284
$76.1K ﹤0.01%
4,650
2285
$76K ﹤0.01%
24,372
+8,440
2286
$76K ﹤0.01%
13,506
-9,040
2287
$75.7K ﹤0.01%
258
-17
2288
$75.4K ﹤0.01%
2,000
2289
$75.1K ﹤0.01%
2,528
-6
2290
$75K ﹤0.01%
1,695
-180
2291
$74.9K ﹤0.01%
13,676
+13,496
2292
$74.3K ﹤0.01%
1,948
+245
2293
$74.1K ﹤0.01%
8,165
2294
$74K ﹤0.01%
+1,498
2295
$73.7K ﹤0.01%
3,629
+11
2296
$73.7K ﹤0.01%
1,063
-587
2297
$73.5K ﹤0.01%
709
-163
2298
$73.5K ﹤0.01%
15,838
-2,925
2299
$73.4K ﹤0.01%
1,530
+152
2300
$73K ﹤0.01%
20,041
+10,041
90 91
92
93 94