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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
676
$1.57M 0.02%
16,905
-3,595
677
$1.57M 0.02%
29,570
-8,842
678
$1.56M 0.02%
43,231
-6,422
679
$1.55M 0.02%
16,888
-3,348
680
$1.55M 0.02%
17,540
+6,262
681
$1.55M 0.02%
23,292
-69
682
$1.54M 0.02%
25,874
-571
683
$1.54M 0.02%
28,704
+17,110
684
$1.53M 0.02%
41,430
-323
685
$1.53M 0.02%
60,850
+52,700
686
$1.53M 0.02%
53,183
+16,695
687
$1.53M 0.02%
39,269
+30,069
688
$1.53M 0.02%
38,060
-31,345
689
$1.52M 0.02%
19,338
+3,595
690
$1.51M 0.02%
13,528
+12,039
691
$1.5M 0.02%
34,548
+6,507
692
$1.5M 0.02%
15,464
+1,934
693
$1.5M 0.02%
46,492
-10,827
694
$1.49M 0.02%
63,680
-58,142
695
$1.49M 0.02%
28,093
+5,212
696
$1.49M 0.02%
34,583
+9,705
697
$1.49M 0.02%
13,527
+771
698
$1.48M 0.02%
27,830
-7,219
699
$1.48M 0.02%
29,995
-625
700
$1.48M 0.02%
48,938
+188
26 27
28
29 30