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
401
$2.22M 0.04%
11,045
+5,104
402
$2.22M 0.04%
15,001
-210
403
$2.22M 0.04%
+14,096
404
$2.22M 0.04%
43,375
+5,340
405
$2.19M 0.04%
26,544
+2,481
406
$2.16M 0.04%
41,568
+6,153
407
$2.15M 0.04%
46,896
-20,616
408
$2.15M 0.04%
31,541
-1,041
409
$2.13M 0.03%
58,070
-9,010
410
$2.11M 0.03%
9,188
+634
411
$2.11M 0.03%
21,099
+7,491
412
$2.1M 0.03%
33,725
-2,519
413
$2.1M 0.03%
6,447
+647
414
$2.1M 0.03%
29,623
+10,746
415
$2.1M 0.03%
84,552
+8,536
416
$2.09M 0.03%
55,292
+7,582
417
$2.08M 0.03%
26,684
+411
418
$2.07M 0.03%
23,078
-9,448
419
$2.06M 0.03%
28,866
+1,197
420
$2.06M 0.03%
33,917
-2,098
421
$2.06M 0.03%
32,644
+4,474
422
$2.06M 0.03%
35,329
-959
423
$2.06M 0.03%
64,122
-32,940
424
$2.05M 0.03%
46,930
-16,206
425
$2.05M 0.03%
29,172
-180
15 16
17
18 19