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
601
$1.14M 0.02%
39,983
+55
602
$1.14M 0.02%
34,453
-720
603
$1.14M 0.02%
18,809
-1,318
604
$1.14M 0.02%
37,141
+18,338
605
$1.13M 0.02%
40,198
-11,991
606
$1.13M 0.02%
+15,232
607
$1.13M 0.02%
+11,681
608
$1.13M 0.02%
43,882
+9,145
609
$1.12M 0.02%
19,023
+9,929
610
$1.12M 0.02%
26,833
-1,530
611
$1.11M 0.02%
15,909
+2,051
612
$1.11M 0.02%
11,390
+81
613
$1.11M 0.02%
45,957
-560
614
$1.11M 0.02%
55,099
+19,363
615
$1.1M 0.02%
92,817
-58,573
616
$1.1M 0.02%
17,074
+242
617
$1.1M 0.02%
21,467
+15,951
618
$1.1M 0.02%
32,900
-10,172
619
$1.09M 0.02%
18,104
+1,960
620
$1.09M 0.02%
+3,607
621
$1.09M 0.02%
20,087
+143
622
$1.09M 0.02%
+10,941
623
$1.09M 0.02%
25,273
-1,118
624
$1.08M 0.02%
18,759
+1,184
625
$1.08M 0.02%
4,029
+1,209
23 24
25
26 27