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
2326
$24.6K ﹤0.01%
2,000
2327
$24.5K ﹤0.01%
1,097
2328
$24.5K ﹤0.01%
438
+368
2329
$24.5K ﹤0.01%
232
2330
$24.4K ﹤0.01%
1,313
+81
2331
$24.2K ﹤0.01%
236
-7
2332
$24K ﹤0.01%
749
2333
$24K ﹤0.01%
57,750
+2,750
2334
$23.9K ﹤0.01%
+16
2335
$23.9K ﹤0.01%
1,209
+39
2336
$23.9K ﹤0.01%
488
-434
2337
$23.8K ﹤0.01%
674
+80
2338
$23.7K ﹤0.01%
1,292
-64
2339
$23.6K ﹤0.01%
4,900
2340
$23.6K ﹤0.01%
1,040
+9
2341
$23.5K ﹤0.01%
345
2342
$22.8K ﹤0.01%
522
-24
2343
$22.5K ﹤0.01%
493
2344
$22.3K ﹤0.01%
576
+61
2345
$22.3K ﹤0.01%
580
-1,904
2346
$22.3K ﹤0.01%
386
2347
$22.2K ﹤0.01%
1,877
+56
2348
$22.2K ﹤0.01%
57
+16
2349
$22.2K ﹤0.01%
1,345
+14
2350
$22.2K ﹤0.01%
1,213
-87