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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
751
$1.3M 0.01%
59,229
+12,459
752
$1.29M 0.01%
80,067
+60,306
753
$1.28M 0.01%
9,705
+3,356
754
$1.28M 0.01%
22,422
+13,059
755
$1.28M 0.01%
143,645
-10,500
756
$1.28M 0.01%
79,271
+9,099
757
$1.28M 0.01%
10,092
-28
758
$1.27M 0.01%
22,017
+12,178
759
$1.27M 0.01%
117,334
+19,221
760
$1.27M 0.01%
14,648
+297
761
$1.27M 0.01%
24,803
+1,269
762
$1.27M 0.01%
64,988
+7,992
763
$1.26M 0.01%
16,185
+3,972
764
$1.26M 0.01%
12,665
+6,149
765
$1.26M 0.01%
62,870
+15,775
766
$1.25M 0.01%
104,535
+1,238
767
$1.25M 0.01%
10,364
+2,468
768
$1.25M 0.01%
26,699
+1,062
769
$1.24M 0.01%
11,013
+1,074
770
$1.24M 0.01%
24,738
-19,694
771
$1.23M 0.01%
51,284
+11,153
772
$1.23M 0.01%
20,418
+12,136
773
$1.23M 0.01%
34,748
+24,887
774
$1.22M 0.01%
17,700
+10,825
775
$1.22M 0.01%
127,358
+759
29 30
31
32 33