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
1426
$123K ﹤0.01%
16,900
+1,700
1427
$120K ﹤0.01%
12,300
-200
1428
$120K ﹤0.01%
13,136
-1,500
1429
$119K ﹤0.01%
11,513
+411
1430
$119K ﹤0.01%
+15,357
1431
$119K ﹤0.01%
+10,788
1432
$117K ﹤0.01%
11,800
1433
$117K ﹤0.01%
13,000
+2,200
1434
$115K ﹤0.01%
+11,689
1435
$114K ﹤0.01%
+19,632
1436
$113K ﹤0.01%
45,875
+2,050
1437
$113K ﹤0.01%
+12,779
1438
$112K ﹤0.01%
+10,100
1439
$112K ﹤0.01%
18,232
1440
$111K ﹤0.01%
+19,033
1441
$110K ﹤0.01%
+10,006
1442
$109K ﹤0.01%
10,050
1443
$109K ﹤0.01%
24,500
+2,900
1444
$109K ﹤0.01%
19,386
1445
$106K ﹤0.01%
+10,891
1446
$106K ﹤0.01%
44,524
1447
$104K ﹤0.01%
11,700
-7,794
1448
$103K ﹤0.01%
17,750
-400
1449
$101K ﹤0.01%
35,952
-800
1450
$101K ﹤0.01%
15,000
56 57
58
59 60