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
2676
$7.49K ﹤0.01%
251
-200
2677
$7.47K ﹤0.01%
2,559
-525
2678
$7.43K ﹤0.01%
65
2679
$7.4K ﹤0.01%
160
2680
$7.38K ﹤0.01%
500
-500
2681
$7.36K ﹤0.01%
86
2682
$7.34K ﹤0.01%
+913
2683
$7.31K ﹤0.01%
200
2684
$7.31K ﹤0.01%
+2,985
2685
$7.31K ﹤0.01%
202
2686
$7.26K ﹤0.01%
165
2687
$7.23K ﹤0.01%
356
2688
$7.17K ﹤0.01%
311
+8
2689
$7.17K ﹤0.01%
296
+6
2690
$7.15K ﹤0.01%
1,100
-2,750
2691
$7.12K ﹤0.01%
350
2692
$7.11K ﹤0.01%
585
2693
$7.08K ﹤0.01%
+323
2694
$7.08K ﹤0.01%
2,650
-592
2695
$7.02K ﹤0.01%
467
-66
2696
$7K ﹤0.01%
434
2697
$6.96K ﹤0.01%
35
-2,139
2698
$6.96K ﹤0.01%
60
-381
2699
$6.92K ﹤0.01%
2,620
-2,000
2700
$6.92K ﹤0.01%
310
-308
106 107
108
109 110