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
851
$633K 0.01%
10,005
+3,059
852
$632K 0.01%
+10,225
853
$631K 0.01%
13,999
+1,293
854
$629K 0.01%
6,488
+1,276
855
$629K 0.01%
4,230
+134
856
$628K 0.01%
3,813
-4,260
857
$627K 0.01%
+15,358
858
$627K 0.01%
23,548
-8,041
859
$626K 0.01%
9,459
+741
860
$626K 0.01%
17,639
+3,351
861
$626K 0.01%
+2,950
862
$625K 0.01%
7,325
+2,724
863
$623K 0.01%
7,279
-624
864
$621K 0.01%
+11,118
865
$621K 0.01%
10,890
+5,221
866
$620K 0.01%
77,399
+2,391
867
$619K 0.01%
+25,845
868
$618K 0.01%
29,301
+1,472
869
$618K 0.01%
10,048
+2,707
870
$617K 0.01%
8,540
-352
871
$615K 0.01%
6,855
+2,246
872
$615K 0.01%
13,901
-38
873
$613K 0.01%
+14,692
874
$611K 0.01%
41,517
875
$606K 0.01%
11,367
+828
33 34
35
36 37