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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
1376
$330K ﹤0.01%
35,005
-2,187
1377
$330K ﹤0.01%
24,682
+24,182
1378
$329K ﹤0.01%
11,355
-5,959
1379
$329K ﹤0.01%
3,008
-852
1380
$329K ﹤0.01%
2,887
+2,744
1381
$328K ﹤0.01%
21,503
-1,854
1382
$328K ﹤0.01%
14,523
+6,000
1383
$327K ﹤0.01%
8,522
-410
1384
$325K ﹤0.01%
3,290
+3,258
1385
$325K ﹤0.01%
15,478
-2,942
1386
$324K ﹤0.01%
2,434
-892
1387
$324K ﹤0.01%
2,982
-8,287
1388
$323K ﹤0.01%
25,908
-4,994
1389
$323K ﹤0.01%
18,170
+2,150
1390
$322K ﹤0.01%
72,318
1391
$321K ﹤0.01%
1,589
+918
1392
$320K ﹤0.01%
5,896
+1
1393
$320K ﹤0.01%
3,294
-229
1394
$319K ﹤0.01%
+6,420
1395
$318K ﹤0.01%
4,249
+2,245
1396
$318K ﹤0.01%
8,952
+1,345
1397
$317K ﹤0.01%
6,817
-1,487
1398
$317K ﹤0.01%
3,402
+3,356
1399
$317K ﹤0.01%
16,195
+2,959
1400
$317K ﹤0.01%
17,270
54 55
56
57 58