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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
1701
$156K ﹤0.01%
17,474
-2,500
1702
$156K ﹤0.01%
1,202
-77
1703
$155K ﹤0.01%
2,570
+243
1704
$155K ﹤0.01%
5,486
-3,348
1705
$155K ﹤0.01%
416
-644
1706
$155K ﹤0.01%
1,575
1707
$154K ﹤0.01%
26,580
-170
1708
$154K ﹤0.01%
3,739
+47
1709
$153K ﹤0.01%
9,078
-42
1710
$153K ﹤0.01%
2,112
+43
1711
$153K ﹤0.01%
1,041
1712
$153K ﹤0.01%
441
+91
1713
$152K ﹤0.01%
20,414
-1,488
1714
$151K ﹤0.01%
21,700
+8,003
1715
$150K ﹤0.01%
15,247
-4,494
1716
$148K ﹤0.01%
3,061
+72
1717
$148K ﹤0.01%
2,935
-3,284
1718
$148K ﹤0.01%
29,800
-15,400
1719
$147K ﹤0.01%
4,042
-41
1720
$147K ﹤0.01%
5,392
+70
1721
$146K ﹤0.01%
3,942
+2,320
1722
$145K ﹤0.01%
3,584
-6,398
1723
$143K ﹤0.01%
5,898
+1,185
1724
$143K ﹤0.01%
8,830
+10
1725
$143K ﹤0.01%
44,962
+8,201
67 68
69
70 71