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NewEdge Advisors Portfolio holdings

AUM $27.6B
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
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
+$42.2M
2
+$41.7M
3
+$28.9M
4
CAT icon
Caterpillar
CAT
+$27.6M
5
AVGO icon
Broadcom
AVGO
+$27.5M

Top Sells

1
+$26M
2
+$25.9M
3
+$25.6M
4
HON icon
Honeywell
HON
+$23.4M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$15.1M

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
2851
$4.33K ﹤0.01%
36
2852
$4.32K ﹤0.01%
195
2853
$4.3K ﹤0.01%
150
2854
$4.29K ﹤0.01%
50
2855
$4.27K ﹤0.01%
200
2856
$4.27K ﹤0.01%
300
2857
$4.25K ﹤0.01%
268
2858
$4.23K ﹤0.01%
25
+16
2859
$4.2K ﹤0.01%
+147
2860
$4.2K ﹤0.01%
48
2861
$4.18K ﹤0.01%
860
-1,000
2862
$4.17K ﹤0.01%
1,400
2863
$4.13K ﹤0.01%
80
-4
2864
$4.13K ﹤0.01%
705
-6,125
2865
$4.11K ﹤0.01%
521
+6
2866
$4.1K ﹤0.01%
312
2867
$4.08K ﹤0.01%
1,000
2868
$4.07K ﹤0.01%
20
+9
2869
$4.06K ﹤0.01%
183
2870
$4.04K ﹤0.01%
+60
2871
$4.03K ﹤0.01%
300
2872
$4.03K ﹤0.01%
168
+164
2873
$4K ﹤0.01%
201
-115
2874
$3.99K ﹤0.01%
100
2875
$3.98K ﹤0.01%
34
-259
113 114
115
116 117