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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
3076
$1.77K ﹤0.01%
118
+1
3077
$1.76K ﹤0.01%
+127
3078
$1.76K ﹤0.01%
289
3079
$1.76K ﹤0.01%
29
+12
3080
$1.74K ﹤0.01%
+89
3081
$1.7K ﹤0.01%
1,000
3082
$1.7K ﹤0.01%
10
-2,668
3083
$1.7K ﹤0.01%
414
+14
3084
$1.69K ﹤0.01%
46
3085
$1.69K ﹤0.01%
37
3086
$1.68K ﹤0.01%
106
-174
3087
$1.67K ﹤0.01%
50
3088
$1.66K ﹤0.01%
143
3089
$1.65K ﹤0.01%
47
3090
$1.64K ﹤0.01%
164
3091
$1.64K ﹤0.01%
37
3092
$1.62K ﹤0.01%
+315
3093
$1.62K ﹤0.01%
+71
3094
$1.6K ﹤0.01%
45
3095
$1.6K ﹤0.01%
11
-19
3096
$1.57K ﹤0.01%
+617
3097
$1.57K ﹤0.01%
16
-480
3098
$1.54K ﹤0.01%
200
3099
$1.53K ﹤0.01%
350
3100
$1.52K ﹤0.01%
29
122 123
124
125 126