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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
551
$2.36M 0.03%
60,158
+9,389
552
$2.35M 0.03%
47,120
-75,096
553
$2.34M 0.03%
34,900
-275
554
$2.33M 0.03%
34,426
+3,002
555
$2.32M 0.03%
32,759
+2,194
556
$2.32M 0.03%
50,435
-1,329
557
$2.31M 0.03%
92,106
+91,806
558
$2.31M 0.03%
73,873
+1,867
559
$2.3M 0.03%
68,338
+68,131
560
$2.27M 0.02%
66,820
+6,970
561
$2.26M 0.02%
20,466
-6,065
562
$2.26M 0.02%
11,252
+1,505
563
$2.24M 0.02%
73,808
-25,695
564
$2.24M 0.02%
7,666
+3,509
565
$2.23M 0.02%
5,104
+1,114
566
$2.23M 0.02%
109,148
-89,607
567
$2.22M 0.02%
32,649
+4,291
568
$2.21M 0.02%
108,699
-36,661
569
$2.2M 0.02%
53,545
+253
570
$2.19M 0.02%
52,129
-124
571
$2.18M 0.02%
81,722
+7,382
572
$2.17M 0.02%
16,714
+4,243
573
$2.17M 0.02%
93,404
+65,668
574
$2.16M 0.02%
10,994
+279
575
$2.16M 0.02%
3,665
-174
21 22
23
24 25