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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
2926
$3.29K ﹤0.01%
250
-65
2927
$3.27K ﹤0.01%
1,549
2928
$3.27K ﹤0.01%
+62
2929
$3.26K ﹤0.01%
+144
2930
$3.24K ﹤0.01%
360
+4
2931
$3.24K ﹤0.01%
10
+8
2932
$3.24K ﹤0.01%
50
2933
$3.23K ﹤0.01%
95
2934
$3.22K ﹤0.01%
250
2935
$3.21K ﹤0.01%
25
2936
$3.2K ﹤0.01%
27
2937
$3.2K ﹤0.01%
678
2938
$3.2K ﹤0.01%
241
2939
$3.19K ﹤0.01%
100
2940
$3.15K ﹤0.01%
188
-11
2941
$3.12K ﹤0.01%
49
2942
$3.12K ﹤0.01%
100
-49
2943
$3.1K ﹤0.01%
+480
2944
$3.1K ﹤0.01%
188
2945
$3.09K ﹤0.01%
19
-8
2946
$3.08K ﹤0.01%
95
+87
2947
$3.07K ﹤0.01%
117
2948
$3.04K ﹤0.01%
91
-23
2949
$3.04K ﹤0.01%
424
-473
2950
$3.01K ﹤0.01%
1,750
116 117
118
119 120