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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
$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
2751
$5.86K ﹤0.01%
90
+52
2752
$5.85K ﹤0.01%
241
2753
$5.84K ﹤0.01%
700
2754
$5.82K ﹤0.01%
362
+231
2755
$5.8K ﹤0.01%
214
-13,145
2756
$5.78K ﹤0.01%
300
-577
2757
$5.75K ﹤0.01%
+667
2758
$5.75K ﹤0.01%
57
2759
$5.75K ﹤0.01%
1,500
2760
$5.74K ﹤0.01%
312
2761
$5.74K ﹤0.01%
409
2762
$5.73K ﹤0.01%
138
-420
2763
$5.71K ﹤0.01%
226
-500
2764
$5.69K ﹤0.01%
115
2765
$5.69K ﹤0.01%
68
2766
$5.68K ﹤0.01%
519
-21,943
2767
$5.64K ﹤0.01%
+500
2768
$5.61K ﹤0.01%
99
+21
2769
$5.58K ﹤0.01%
395
2770
$5.58K ﹤0.01%
146
-5,032
2771
$5.58K ﹤0.01%
300
2772
$5.56K ﹤0.01%
150
2773
$5.56K ﹤0.01%
180
2774
$5.53K ﹤0.01%
128
2775
$5.49K ﹤0.01%
1,204
-4,000