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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
801
$1.15M 0.01%
34,477
+1,729
802
$1.15M 0.01%
24,574
-632
803
$1.15M 0.01%
28,941
+5,002
804
$1.15M 0.01%
29,185
+1,959
805
$1.14M 0.01%
12,288
-70
806
$1.14M 0.01%
15,242
+11,270
807
$1.14M 0.01%
48,666
+379
808
$1.14M 0.01%
28,203
+12,039
809
$1.14M 0.01%
23,127
+15,407
810
$1.14M 0.01%
6,224
-158
811
$1.14M 0.01%
23,070
-155
812
$1.13M 0.01%
26,816
+13,829
813
$1.13M 0.01%
2,483
-67
814
$1.13M 0.01%
49,920
+1,236
815
$1.13M 0.01%
104,936
-2,555
816
$1.13M 0.01%
32,434
-224
817
$1.13M 0.01%
21,165
-9,099
818
$1.12M 0.01%
27,671
+9,385
819
$1.12M 0.01%
49,615
-1,508
820
$1.12M 0.01%
49,995
+5,869
821
$1.12M 0.01%
27,516
-310
822
$1.11M 0.01%
7,677
-2,665
823
$1.11M 0.01%
12,419
+23
824
$1.1M 0.01%
32,877
-5,555
825
$1.1M 0.01%
43,694
-2,998
31 32
33
34 35