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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
1576
$228K ﹤0.01%
+16,730
1577
$227K ﹤0.01%
1,498
-120
1578
$227K ﹤0.01%
62,441
-22,100
1579
$227K ﹤0.01%
17,000
-7,500
1580
$227K ﹤0.01%
14,916
-896
1581
$226K ﹤0.01%
7,532
+151
1582
$225K ﹤0.01%
4,912
-9,988
1583
$225K ﹤0.01%
+14,694
1584
$224K ﹤0.01%
6,993
-1,185
1585
$223K ﹤0.01%
7,075
-714
1586
$223K ﹤0.01%
8,926
-1,622
1587
$222K ﹤0.01%
+5,769
1588
$222K ﹤0.01%
8,197
-11,913
1589
$221K ﹤0.01%
9,075
-290
1590
$221K ﹤0.01%
15,159
+693
1591
$221K ﹤0.01%
7,516
1592
$220K ﹤0.01%
3,065
+597
1593
$220K ﹤0.01%
6,376
+484
1594
$219K ﹤0.01%
4,199
-737
1595
$219K ﹤0.01%
3,142
-13
1596
$219K ﹤0.01%
22,198
-396
1597
$218K ﹤0.01%
6,939
-6,211
1598
$217K ﹤0.01%
15,903
+84
1599
$217K ﹤0.01%
10,004
+515
1600
$217K ﹤0.01%
7,210
-26
62 63
64
65 66