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
2801
$5.14K ﹤0.01%
936
+699
2802
$5.12K ﹤0.01%
109
+30
2803
$5.12K ﹤0.01%
293
2804
$5.11K ﹤0.01%
251
2805
$5.11K ﹤0.01%
190
2806
$5.11K ﹤0.01%
56
-87
2807
$5.1K ﹤0.01%
124
2808
$5.05K ﹤0.01%
440
-11,039
2809
$5.04K ﹤0.01%
98
-7
2810
$5.02K ﹤0.01%
+260
2811
$5K ﹤0.01%
261
-50
2812
$4.98K ﹤0.01%
1,524
2813
$4.94K ﹤0.01%
6,557
-2,093
2814
$4.93K ﹤0.01%
8
+3
2815
$4.91K ﹤0.01%
94
-615
2816
$4.9K ﹤0.01%
60
-8
2817
$4.9K ﹤0.01%
1,000
2818
$4.89K ﹤0.01%
121
2819
$4.88K ﹤0.01%
76
2820
$4.88K ﹤0.01%
56
-13
2821
$4.87K ﹤0.01%
+750
2822
$4.87K ﹤0.01%
230
2823
$4.84K ﹤0.01%
262
+8
2824
$4.81K ﹤0.01%
1,200
+900
2825
$4.81K ﹤0.01%
500
+434
111 112
113
114 115