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
476
$208K 0.02%
+14,193
477
$207K 0.02%
1,640
478
$204K 0.02%
22,063
+22,060
479
$203K 0.02%
+2,535
480
$202K 0.02%
3,640
481
$201K 0.02%
5,145
-1,106
482
$201K 0.02%
7,680
-42
483
$201K 0.02%
4,744
484
$200K 0.02%
2,153
+1,102
485
$200K 0.02%
4,548
+340
486
$198K 0.02%
3,667
-200
487
$196K 0.02%
6,456
+4,706
488
$196K 0.02%
4,138
489
$195K 0.02%
1,605
+183
490
$194K 0.02%
1,253
+921
491
$193K 0.02%
3,780
-130
492
$193K 0.02%
2,900
+1,830
493
$192K 0.02%
1,667
494
$191K 0.02%
5,925
+1,368
495
$189K 0.02%
2,978
+305
496
$188K 0.02%
1,466
+3
497
$188K 0.02%
5,000
+2,000
498
$187K 0.02%
2,954
-13
499
$186K 0.02%
14,297
-3,808
500
$185K 0.02%
4,400
-1,400
18 19
20
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