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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
251
$6.98M 0.08%
116,337
+1,341
252
$6.97M 0.08%
99,841
-625
253
$6.95M 0.08%
262,738
+37,570
254
$6.94M 0.08%
30,232
-960
255
$6.91M 0.08%
42,012
-1,809
256
$6.91M 0.08%
69,854
-8,891
257
$6.87M 0.08%
68,131
+3,229
258
$6.8M 0.07%
21,029
-7,306
259
$6.79M 0.07%
157,030
+147,688
260
$6.76M 0.07%
138,323
+17,619
261
$6.75M 0.07%
83,653
+10,191
262
$6.72M 0.07%
60,446
+27,958
263
$6.65M 0.07%
197,317
+9,085
264
$6.56M 0.07%
123,053
-37,503
265
$6.56M 0.07%
187,613
-4,412
266
$6.49M 0.07%
28,940
+1,386
267
$6.49M 0.07%
70,815
+11,524
268
$6.46M 0.07%
160,082
+29,434
269
$6.44M 0.07%
66,736
-4,197
270
$6.39M 0.07%
123,144
-25,785
271
$6.35M 0.07%
127,339
+45,931
272
$6.32M 0.07%
153,234
+94,217
273
$6.23M 0.07%
70,068
+18,396
274
$6.22M 0.07%
14,309
-1,412
275
$6.21M 0.07%
31,036
+942
9 10
11
12 13