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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
2351
$65.2K ﹤0.01%
3,361
+6
2352
$64.8K ﹤0.01%
1,820
-129,363
2353
$64.2K ﹤0.01%
287
2354
$63.9K ﹤0.01%
3,455
2355
$63.4K ﹤0.01%
2,652
+2,637
2356
$63.3K ﹤0.01%
2,123
-2,451
2357
$63.2K ﹤0.01%
992
-5,481
2358
$63K ﹤0.01%
27,743
-30,902
2359
$62.8K ﹤0.01%
992
-10,532
2360
$62.7K ﹤0.01%
6,920
+104
2361
$62.5K ﹤0.01%
567
-2,622
2362
$62.4K ﹤0.01%
4,834
2363
$61.6K ﹤0.01%
1,355
+1
2364
$61.4K ﹤0.01%
2,964
-1,887
2365
$61.3K ﹤0.01%
51,975
-1,500
2366
$61.1K ﹤0.01%
16,651
-1,090
2367
$61K ﹤0.01%
2,369
-52,253
2368
$60.5K ﹤0.01%
3,764
+3,160
2369
$60.2K ﹤0.01%
15,602
+15,600
2370
$60.1K ﹤0.01%
+1,125
2371
$60K ﹤0.01%
1,087
-180
2372
$59.7K ﹤0.01%
578
-4
2373
$59.5K ﹤0.01%
136
-7
2374
$59.4K ﹤0.01%
650
2375
$59.4K ﹤0.01%
1,451
-6,823
93 94
95
96 97