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
2251
$30.2K ﹤0.01%
2,978
-11,606
2252
$30.2K ﹤0.01%
1,459
2253
$30.2K ﹤0.01%
165
+11
2254
$30.2K ﹤0.01%
110
-88
2255
$30.1K ﹤0.01%
1,731
+45
2256
$30.1K ﹤0.01%
1,516
-23,729
2257
$29.7K ﹤0.01%
163
-170
2258
$29.6K ﹤0.01%
3,219
2259
$29.6K ﹤0.01%
1,244
-635
2260
$29.5K ﹤0.01%
3,316
+123
2261
$29.5K ﹤0.01%
17,742
+17,250
2262
$29.4K ﹤0.01%
488
+307
2263
$29.3K ﹤0.01%
299
-1,062
2264
$29.2K ﹤0.01%
1,006
-203
2265
$29.1K ﹤0.01%
591
-454
2266
$29.1K ﹤0.01%
949
+476
2267
$29K ﹤0.01%
1,535
-1,740
2268
$29K ﹤0.01%
392
+109
2269
$28.8K ﹤0.01%
957
2270
$28.7K ﹤0.01%
813
2271
$28.7K ﹤0.01%
969
-98
2272
$28.7K ﹤0.01%
630
-23
2273
$28.7K ﹤0.01%
3,664
+188
2274
$28.7K ﹤0.01%
881
+95
2275
$28.5K ﹤0.01%
343
-759
89 90
91
92 93