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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
2176
$38.2K ﹤0.01%
3,266
+226
2177
$38.2K ﹤0.01%
960
-54
2178
$38K ﹤0.01%
2,076
-550
2179
$38K ﹤0.01%
1,411
+128
2180
$37.9K ﹤0.01%
2,949
2181
$37.9K ﹤0.01%
702
+622
2182
$37.8K ﹤0.01%
292
+17
2183
$37.7K ﹤0.01%
492
-20
2184
$37.4K ﹤0.01%
1,661
-2,845
2185
$37.4K ﹤0.01%
593
+59
2186
$36.7K ﹤0.01%
+5,425
2187
$36.5K ﹤0.01%
802
2188
$36.4K ﹤0.01%
417
+185
2189
$36.4K ﹤0.01%
655
2190
$36.4K ﹤0.01%
2,000
2191
$36.3K ﹤0.01%
2,985
+367
2192
$36.2K ﹤0.01%
11,050
2193
$36.1K ﹤0.01%
244
+29
2194
$35.9K ﹤0.01%
1,057
+109
2195
$35.9K ﹤0.01%
25,120
2196
$35.9K ﹤0.01%
1,045
-111
2197
$35.6K ﹤0.01%
18
2198
$35.6K ﹤0.01%
540
2199
$35.5K ﹤0.01%
+15,000
2200
$35.4K ﹤0.01%
11,300
86 87
88
89 90