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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
1176
$494K 0.01%
15,243
+14,365
1177
$494K 0.01%
41,930
-7,200
1178
$490K 0.01%
7,268
+1,823
1179
$490K 0.01%
10,242
-525
1180
$489K 0.01%
65,000
-15,294
1181
$489K 0.01%
2,936
-3,396
1182
$488K 0.01%
55,592
-1,135
1183
$488K 0.01%
45,519
-5,000
1184
$486K 0.01%
72,500
-14,300
1185
$486K 0.01%
5,661
-325
1186
$486K 0.01%
34,584
-5,237
1187
$485K 0.01%
7,241
+2,508
1188
$484K 0.01%
5,642
+1,718
1189
$483K 0.01%
44,497
-291
1190
$483K 0.01%
11,696
-582
1191
$482K 0.01%
7,565
+685
1192
$482K 0.01%
17,452
+12,974
1193
$481K 0.01%
15,725
-254
1194
$481K 0.01%
12,646
-1,688
1195
$479K 0.01%
5,586
+342
1196
$479K 0.01%
14,068
+1,864
1197
$479K 0.01%
94,572
-9,930
1198
$478K 0.01%
+26,103
1199
$475K 0.01%
8,773
-185
1200
$474K 0.01%
+32,472
46 47
48
49 50