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
$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
401
$298K 0.03%
4,803
+1,267
402
$295K 0.03%
11,523
403
$294K 0.03%
4,610
-103
404
$293K 0.03%
1,522
+206
405
$292K 0.03%
11,623
+1,689
406
$291K 0.03%
7,675
-425
407
$290K 0.03%
5,005
-191
408
$288K 0.03%
6,952
409
$288K 0.03%
3,227
+345
410
$286K 0.03%
2,446
+3
411
$284K 0.03%
4,158
+197
412
$283K 0.03%
6,283
-167
413
$282K 0.03%
3,272
+227
414
$278K 0.03%
13,255
+80
415
$277K 0.03%
1,692
+959
416
$276K 0.03%
11,130
+4,590
417
$276K 0.03%
5,035
+714
418
$275K 0.03%
11,442
+300
419
$275K 0.03%
6,100
+5,100
420
$273K 0.03%
4,183
+79
421
$273K 0.03%
4,863
+227
422
$272K 0.03%
9,911
-4,228
423
$272K 0.03%
3,776
-479
424
$271K 0.03%
5,582
-62
425
$269K 0.03%
2,860
+612
15 16
17
18 19