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
$9.1B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,735
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$39.4M
3
+$27.7M
4
SBUX icon
Starbucks
SBUX
+$26.9M
5
AVGO icon
Broadcom
AVGO
+$26.3M

Top Sells

1
+$26.3M
2
+$24.3M
3
+$23.4M
4
HON icon
Honeywell
HON
+$22.3M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$15.2M

Sector Composition

1 Technology 12.33%
2 Financials 5.59%
3 Healthcare 5.58%
4 Consumer Discretionary 4.62%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2651
$8.06K ﹤0.01%
1,000
2652
$8.05K ﹤0.01%
87
-314
2653
$8.01K ﹤0.01%
279
-273
2654
$7.94K ﹤0.01%
83
2655
$7.94K ﹤0.01%
383
+8
2656
$7.92K ﹤0.01%
1,071
2657
$7.83K ﹤0.01%
67
+15
2658
$7.83K ﹤0.01%
108
2659
$7.82K ﹤0.01%
1,438
2660
$7.82K ﹤0.01%
70
2661
$7.81K ﹤0.01%
214
+4
2662
$7.78K ﹤0.01%
1,001
2663
$7.76K ﹤0.01%
39
+6
2664
$7.76K ﹤0.01%
400
2665
$7.7K ﹤0.01%
750
-100
2666
$7.68K ﹤0.01%
239
2667
$7.66K ﹤0.01%
1,200
2668
$7.63K ﹤0.01%
175
2669
$7.62K ﹤0.01%
2,930
2670
$7.61K ﹤0.01%
528
2671
$7.53K ﹤0.01%
46
-150
2672
$7.53K ﹤0.01%
719
-20
2673
$7.51K ﹤0.01%
500
-600
2674
$7.51K ﹤0.01%
+245
2675
$7.49K ﹤0.01%
708
105 106
107
108 109