NA

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
$6.09B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$195M
2
+$26.3M
3
+$25M
4
MRK icon
Merck
MRK
+$24.4M
5
HSY icon
Hershey
HSY
+$23.3M

Top Sells

1
+$20.1M
2
+$19.1M
3
+$18M
4
LMT icon
Lockheed Martin
LMT
+$17.4M
5
DBO icon
Invesco DB Oil Fund
DBO
+$14M

Sector Composition

1 Technology 10.62%
2 Healthcare 7.58%
3 Financials 6.13%
4 Consumer Discretionary 4.54%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.21M 0.09%
123,428
-15,034
227
$5.19M 0.09%
61,557
+11,473
228
$5.18M 0.09%
146,111
+1,334
229
$5.17M 0.08%
59,745
+6,195
230
$5.16M 0.08%
260,230
+230,734
231
$5.13M 0.08%
15,104
+1,909
232
$5.13M 0.08%
61,233
+817
233
$5.03M 0.08%
37,709
+2,211
234
$4.98M 0.08%
105,636
-1,985
235
$4.98M 0.08%
101,178
+572
236
$4.98M 0.08%
13,179
+303
237
$4.96M 0.08%
207,587
-89,533
238
$4.94M 0.08%
236,875
+21,785
239
$4.93M 0.08%
177,444
+25,187
240
$4.88M 0.08%
239,581
+23,146
241
$4.88M 0.08%
124,099
-93,734
242
$4.86M 0.08%
201,316
+164,665
243
$4.83M 0.08%
111,011
-2,875
244
$4.83M 0.08%
57,674
+8,037
245
$4.81M 0.08%
209,010
-6,052
246
$4.75M 0.08%
156,911
+24,684
247
$4.75M 0.08%
238,080
+23,313
248
$4.7M 0.08%
39,522
-5,160
249
$4.65M 0.08%
278,706
+212,370
250
$4.64M 0.08%
123,327
+8,825
8 9
10
11 12