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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
1476
$274K ﹤0.01%
23,805
+7,495
1477
$273K ﹤0.01%
15,075
-6,602
1478
$272K ﹤0.01%
30,117
-8,360
1479
$272K ﹤0.01%
13,178
-1,808
1480
$271K ﹤0.01%
3,819
+2,742
1481
$271K ﹤0.01%
9,644
-10,028
1482
$270K ﹤0.01%
1,210
+193
1483
$270K ﹤0.01%
10,740
1484
$270K ﹤0.01%
26,658
-8,345
1485
$269K ﹤0.01%
3,673
+505
1486
$268K ﹤0.01%
29,400
-12,700
1487
$267K ﹤0.01%
170,299
-53,900
1488
$266K ﹤0.01%
6,494
-21,023
1489
$266K ﹤0.01%
12,120
+11,994
1490
$265K ﹤0.01%
+9,689
1491
$265K ﹤0.01%
16,552
+479
1492
$265K ﹤0.01%
1,538
-46
1493
$265K ﹤0.01%
21,652
-13,179
1494
$265K ﹤0.01%
+8,269
1495
$265K ﹤0.01%
+6,493
1496
$265K ﹤0.01%
+2,565
1497
$263K ﹤0.01%
6,227
-589
1498
$262K ﹤0.01%
2,718
-28
1499
$261K ﹤0.01%
8,441
1500
$261K ﹤0.01%
+6,826
58 59
60
61 62