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
476
$293K 0.02%
9,650
477
$292K 0.02%
3,962
-20
478
$292K 0.02%
7,954
479
$290K 0.02%
3,648
+815
480
$284K 0.02%
5,096
+1,964
481
$284K 0.02%
4,730
+284
482
$283K 0.02%
10,027
-800
483
$277K 0.02%
43,257
+1,596
484
$273K 0.02%
4,802
+150
485
$273K 0.02%
4,839
+92
486
$272K 0.02%
2,515
+368
487
$271K 0.02%
8,820
-1,078
488
$270K 0.02%
11,452
-5,903
489
$269K 0.02%
5,796
-196
490
$265K 0.02%
8,490
+100
491
$263K 0.02%
2,689
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$262K 0.02%
2,877
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493
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7,700
494
$261K 0.02%
2,521
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495
$260K 0.02%
3,368
496
$258K 0.02%
7,170
-500
497
$257K 0.02%
7,531
-231
498
$257K 0.02%
33,100
-25,500
499
$255K 0.02%
2,186
-8
500
$255K 0.02%
7,192
+1,718
18 19
20
21 22