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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
776
$1.21M 0.01%
19,080
+13,370
777
$1.21M 0.01%
36,561
+36,552
778
$1.21M 0.01%
17,195
-1,318
779
$1.21M 0.01%
8,628
-9,458
780
$1.2M 0.01%
115,826
+16,804
781
$1.2M 0.01%
11,187
-2,302
782
$1.2M 0.01%
11,320
-1,386
783
$1.2M 0.01%
55,569
+30,411
784
$1.19M 0.01%
22,898
+242
785
$1.19M 0.01%
14,720
-1,423
786
$1.19M 0.01%
52,913
-152
787
$1.19M 0.01%
+48,678
788
$1.19M 0.01%
58,149
-3,931
789
$1.18M 0.01%
4,712
+304
790
$1.18M 0.01%
11,070
+7,951
791
$1.17M 0.01%
38,594
+10,109
792
$1.17M 0.01%
15,612
+2,294
793
$1.17M 0.01%
4,594
+1,244
794
$1.17M 0.01%
30,303
-4,311
795
$1.17M 0.01%
27,963
+6,841
796
$1.17M 0.01%
27,298
+26
797
$1.16M 0.01%
38,660
-2,435
798
$1.16M 0.01%
119,328
-855
799
$1.15M 0.01%
51,224
+349
800
$1.15M 0.01%
42,565
-18,306
30 31
32
33 34