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
201
$9.16M 0.1%
16,393
-245
202
$9.11M 0.1%
367,135
+25,710
203
$8.96M 0.1%
237,370
+72,470
204
$8.93M 0.1%
277,073
-10,651
205
$8.91M 0.1%
447,241
-2,597
206
$8.85M 0.1%
404,932
+95,020
207
$8.75M 0.1%
45,672
+2,410
208
$8.73M 0.1%
81,480
+14,647
209
$8.68M 0.1%
85,097
+46,787
210
$8.66M 0.1%
91,942
+2,841
211
$8.64M 0.09%
80,262
-1,107
212
$8.62M 0.09%
17,022
+1,333
213
$8.6M 0.09%
204,393
-62,625
214
$8.58M 0.09%
86,256
-770
215
$8.51M 0.09%
110,828
+5,756
216
$8.38M 0.09%
56,177
+18,958
217
$8.36M 0.09%
75,232
+4,065
218
$8.25M 0.09%
268,564
+52,130
219
$8.21M 0.09%
57,309
+329
220
$8.17M 0.09%
21,646
-362
221
$8.13M 0.09%
172,837
+6,833
222
$8.07M 0.09%
174,587
-29
223
$8.07M 0.09%
117,215
+25,965
224
$8.04M 0.09%
77,348
+9,129
225
$8.04M 0.09%
231,397
+6,729
7 8
9
10 11