BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,049
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$7.3M
3
+$6.41M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.69M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$5.51M

Top Sells

1
+$6.4M
2
+$5.75M
3
+$4.63M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$4.58M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$4.4M

Sector Composition

1 Technology 6.89%
2 Healthcare 5.73%
3 Industrials 5.66%
4 Financials 4.76%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.14M 0.09%
9,589
+777
227
$1.14M 0.09%
9,140
+1,095
228
$1.13M 0.09%
9,232
+720
229
$1.13M 0.09%
112,225
-1,095
230
$1.13M 0.09%
135,593
-1,764
231
$1.12M 0.09%
5,389
+2,036
232
$1.12M 0.09%
16,294
+3,401
233
$1.12M 0.09%
13,537
-415
234
$1.12M 0.09%
9,480
+382
235
$1.11M 0.09%
188,132
-1,809
236
$1.11M 0.09%
80,478
-218
237
$1.09M 0.09%
39,007
-1,044
238
$1.09M 0.09%
13,378
+4,258
239
$1.09M 0.09%
192,101
+28,955
240
$1.09M 0.09%
34,894
+28,903
241
$1.09M 0.09%
20,040
+3,723
242
$1.09M 0.09%
88,966
-818
243
$1.08M 0.08%
54,414
-323
244
$1.08M 0.08%
87,807
-698
245
$1.08M 0.08%
69,171
-727
246
$1.07M 0.08%
26,240
+6,673
247
$1.07M 0.08%
63,506
+10,706
248
$1.07M 0.08%
25,432
+2,942
249
$1.07M 0.08%
47,109
+5,459
250
$1.06M 0.08%
16,056
-45
8 9
10
11 12