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
426
$3.32M 0.04%
16,835
+484
427
$3.31M 0.04%
16,316
-1,835
428
$3.31M 0.04%
172,448
+71,032
429
$3.31M 0.04%
59,833
+7,336
430
$3.3M 0.04%
32,971
-5,627
431
$3.3M 0.04%
17,334
+3,801
432
$3.3M 0.04%
94,041
+2,405
433
$3.29M 0.04%
34,718
+2,553
434
$3.28M 0.04%
19,350
-5,584
435
$3.27M 0.04%
45,996
-2,537
436
$3.27M 0.04%
22,643
-8,071
437
$3.27M 0.04%
263,144
-45,425
438
$3.26M 0.04%
17,405
+4,995
439
$3.24M 0.04%
166,099
+4,888
440
$3.23M 0.04%
26,745
-47
441
$3.22M 0.04%
75,683
+30,178
442
$3.21M 0.04%
+131,302
443
$3.2M 0.04%
162,704
+2,165
444
$3.2M 0.04%
75,438
+9,424
445
$3.17M 0.03%
35,369
+21,748
446
$3.17M 0.03%
17,690
+7,203
447
$3.16M 0.03%
18,544
+14,352
448
$3.13M 0.03%
75,995
-29,731
449
$3.12M 0.03%
85,100
+21,600
450
$3.11M 0.03%
171,164
+45,108
16 17
18
19 20