BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$957M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,647
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$5.58M
3
+$5.55M
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$4.99M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$4.91M

Top Sells

1
+$3.79M
2
+$2.5M
3
+$2.14M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$1.79M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.62M

Sector Composition

1 Technology 5.98%
2 Healthcare 5.42%
3 Industrials 5.24%
4 Consumer Staples 4.82%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$334K 0.03%
4,089
-47
377
$331K 0.03%
6,804
+1,856
378
$330K 0.03%
1,321
+59
379
$329K 0.03%
5,366
+638
380
$328K 0.03%
3,870
+472
381
$328K 0.03%
2,938
-217
382
$324K 0.03%
2,147
-25
383
$321K 0.03%
2,178
+241
384
$321K 0.03%
3,844
+159
385
$320K 0.03%
4,416
+363
386
$319K 0.03%
6,753
387
$318K 0.03%
7,605
-389
388
$318K 0.03%
6,132
+687
389
$312K 0.03%
14,216
+772
390
$312K 0.03%
+5,009
391
$309K 0.03%
4,699
392
$308K 0.03%
3,565
393
$307K 0.03%
6,635
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394
$307K 0.03%
8,750
+7,000
395
$306K 0.03%
15,148
+4
396
$306K 0.03%
+5,828
397
$306K 0.03%
9,303
+8,462
398
$301K 0.03%
9,495
-586
399
$299K 0.03%
6,894
+826
400
$299K 0.03%
2,846
+267
14 15
16
17 18