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
476
$1.67M 0.03%
58,237
-28,677
477
$1.66M 0.03%
11,870
+2,096
478
$1.66M 0.03%
25,083
+5,451
479
$1.65M 0.03%
40,938
-6,861
480
$1.62M 0.03%
+64,618
481
$1.62M 0.03%
160,264
+1,543
482
$1.62M 0.03%
84,693
+20,790
483
$1.61M 0.03%
38,372
-5,194
484
$1.6M 0.03%
6,522
+770
485
$1.59M 0.03%
19,321
-94,071
486
$1.59M 0.03%
33,106
-6,064
487
$1.59M 0.03%
64,241
+15,996
488
$1.58M 0.03%
19,285
-2,309
489
$1.57M 0.03%
3,244
+403
490
$1.57M 0.03%
8,925
+784
491
$1.57M 0.03%
40,774
+2,766
492
$1.57M 0.03%
47,872
+2,558
493
$1.57M 0.03%
41,029
+2,623
494
$1.56M 0.03%
149,714
+4,978
495
$1.55M 0.03%
15,993
+2,092
496
$1.55M 0.03%
54,161
+54
497
$1.55M 0.03%
49,047
+24,237
498
$1.54M 0.03%
41,570
+8,180
499
$1.54M 0.03%
38,073
-4,481
500
$1.54M 0.03%
13,777
-10,446
18 19
20
21 22