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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
2426
$51.1K ﹤0.01%
35,952
2427
$51K ﹤0.01%
2,147
+19
2428
$50.1K ﹤0.01%
435
-26
2429
$50.1K ﹤0.01%
1,000
2430
$50.1K ﹤0.01%
1,018
-272
2431
$50K ﹤0.01%
13,918
2432
$49.8K ﹤0.01%
21,466
+19,813
2433
$49.8K ﹤0.01%
19,291
+17,483
2434
$49.7K ﹤0.01%
2,109
+524
2435
$49.7K ﹤0.01%
1,587
2436
$49.1K ﹤0.01%
1,224
2437
$49K ﹤0.01%
2,201
2438
$48.9K ﹤0.01%
447
-78
2439
$48.8K ﹤0.01%
+13,369
2440
$48.8K ﹤0.01%
1,264
-7,958
2441
$48.5K ﹤0.01%
1,395
+102
2442
$48.3K ﹤0.01%
1,156
-25
2443
$48.2K ﹤0.01%
1,021
+1
2444
$48.2K ﹤0.01%
2,188
+184
2445
$48K ﹤0.01%
1,441
-76
2446
$47.6K ﹤0.01%
2,320
-276
2447
$47.6K ﹤0.01%
18,016
+4,583
2448
$47.5K ﹤0.01%
6,666
2449
$47.4K ﹤0.01%
272
+3
2450
$47.3K ﹤0.01%
1,081
96 97
98
99 100