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
2726
$6.17K ﹤0.01%
280
2727
$6.17K ﹤0.01%
501
+500
2728
$6.16K ﹤0.01%
+95
2729
$6.14K ﹤0.01%
98
2730
$6.14K ﹤0.01%
+1,200
2731
$6.14K ﹤0.01%
360
2732
$6.13K ﹤0.01%
559
-37
2733
$6.09K ﹤0.01%
200
-142
2734
$6.07K ﹤0.01%
214
+1
2735
$6.04K ﹤0.01%
210
2736
$6.03K ﹤0.01%
285
+117
2737
$6.02K ﹤0.01%
2,000
2738
$6.01K ﹤0.01%
48
+30
2739
$6K ﹤0.01%
+25
2740
$6K ﹤0.01%
831
2741
$5.98K ﹤0.01%
13
-17
2742
$5.97K ﹤0.01%
752
-492
2743
$5.96K ﹤0.01%
370
2744
$5.95K ﹤0.01%
286
2745
$5.94K ﹤0.01%
+51
2746
$5.94K ﹤0.01%
+200
2747
$5.94K ﹤0.01%
30
+18
2748
$5.94K ﹤0.01%
350
+150
2749
$5.9K ﹤0.01%
66
2750
$5.87K ﹤0.01%
171
+134