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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
576
$2.15M 0.02%
56,027
+2,310
577
$2.15M 0.02%
2,964
+2,373
578
$2.15M 0.02%
10,397
+2,993
579
$2.14M 0.02%
28,170
-1,800
580
$2.13M 0.02%
17,728
+4,207
581
$2.13M 0.02%
21,182
+605
582
$2.12M 0.02%
22,573
+2,021
583
$2.11M 0.02%
38,242
+4,226
584
$2.11M 0.02%
40,932
-17,816
585
$2.1M 0.02%
4,100
+456
586
$2.1M 0.02%
2,546
-1,027
587
$2.09M 0.02%
59,909
-1,444
588
$2.08M 0.02%
32,243
+7,704
589
$2.08M 0.02%
8,829
-4,252
590
$2.06M 0.02%
29,132
-1,048
591
$2.03M 0.02%
4,422
-5,439
592
$2.02M 0.02%
19,725
-1,314
593
$2.01M 0.02%
2,908
-713
594
$2.01M 0.02%
4,132
+170
595
$2M 0.02%
83,279
+8,917
596
$2M 0.02%
21,483
-5,593
597
$1.99M 0.02%
26,345
+1,214
598
$1.99M 0.02%
14,499
-10,450
599
$1.99M 0.02%
55,832
+45,120
600
$1.99M 0.02%
33,976
-3,599
22 23
24
25 26