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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
401
$3.66M 0.04%
29,806
+564
402
$3.65M 0.04%
20,964
+2,600
403
$3.59M 0.04%
76,501
+43,297
404
$3.54M 0.04%
213,595
+17,139
405
$3.54M 0.04%
118,555
-16,321
406
$3.52M 0.04%
13,079
+9,685
407
$3.52M 0.04%
42,688
+128
408
$3.52M 0.04%
64,500
-10,079
409
$3.52M 0.04%
10,192
-3,523
410
$3.51M 0.04%
24,490
+1,615
411
$3.49M 0.04%
163,917
-41,180
412
$3.49M 0.04%
69,081
+5,968
413
$3.47M 0.04%
57,940
-5,071
414
$3.47M 0.04%
13,624
+4,334
415
$3.46M 0.04%
61,972
-4,099
416
$3.42M 0.04%
+51,104
417
$3.41M 0.04%
45,977
-3,674
418
$3.38M 0.04%
22,836
-4,085
419
$3.37M 0.04%
41,885
+354
420
$3.36M 0.04%
23,589
+7,391
421
$3.36M 0.04%
9,654
+1,128
422
$3.35M 0.04%
74,909
+10,595
423
$3.34M 0.04%
37,102
+4,784
424
$3.33M 0.04%
145,128
+44,324
425
$3.32M 0.04%
66,616
+5,702
15 16
17
18 19