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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
526
$2.53M 0.03%
63,599
+1,918
527
$2.51M 0.03%
39,608
-1,106
528
$2.51M 0.03%
15,566
-13,384
529
$2.5M 0.03%
10,124
-25
530
$2.49M 0.03%
39,600
-3,159
531
$2.48M 0.03%
90,410
+27,210
532
$2.48M 0.03%
14,800
+9,066
533
$2.47M 0.03%
26,052
-777
534
$2.46M 0.03%
95,811
+2,720
535
$2.46M 0.03%
45,914
+6,572
536
$2.45M 0.03%
147,384
-1,638
537
$2.45M 0.03%
126,141
-1,644
538
$2.44M 0.03%
5,325
+1,734
539
$2.44M 0.03%
42,814
+1,843
540
$2.42M 0.03%
32,154
-21,635
541
$2.42M 0.03%
54,035
+3,288
542
$2.42M 0.03%
1,905
+916
543
$2.41M 0.03%
218,833
+8,146
544
$2.41M 0.03%
97,962
-1,648
545
$2.41M 0.03%
123,466
+18,283
546
$2.41M 0.03%
72,774
+10,423
547
$2.4M 0.03%
17,237
-8,349
548
$2.39M 0.03%
37,378
-27,875
549
$2.39M 0.03%
64,500
-150,031
550
$2.38M 0.03%
36,034
+1,248
20 21
22
23 24