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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
1726
$142K ﹤0.01%
26,066
+14,576
1727
$142K ﹤0.01%
9,532
-16,377
1728
$142K ﹤0.01%
2,141
-17,161
1729
$140K ﹤0.01%
+521
1730
$140K ﹤0.01%
6,048
-459
1731
$139K ﹤0.01%
5,142
-31
1732
$138K ﹤0.01%
2,029
+216
1733
$138K ﹤0.01%
8,187
-910
1734
$138K ﹤0.01%
3,469
-2,018
1735
$137K ﹤0.01%
5,011
-17,601
1736
$137K ﹤0.01%
2,315
+7
1737
$136K ﹤0.01%
3,398
+3,018
1738
$135K ﹤0.01%
868
+58
1739
$135K ﹤0.01%
160
+6
1740
$134K ﹤0.01%
50,432
-11,528
1741
$134K ﹤0.01%
+1,624
1742
$134K ﹤0.01%
2,471
+2,350
1743
$133K ﹤0.01%
+4,505
1744
$133K ﹤0.01%
3,830
+73
1745
$132K ﹤0.01%
505
-2
1746
$132K ﹤0.01%
16,182
1747
$132K ﹤0.01%
2,505
-1,134
1748
$131K ﹤0.01%
12,787
-1,494
1749
$131K ﹤0.01%
17,730
-12,337
1750
$130K ﹤0.01%
11,482
-5,500
68 69
70
71 72