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
526
$168K 0.02%
2,772
+972
527
$168K 0.02%
6,810
-2,155
528
$167K 0.02%
2,646
+172
529
$166K 0.02%
1,465
+1,232
530
$166K 0.02%
5,000
531
$166K 0.02%
210
+101
532
$166K 0.02%
3,870
-1,000
533
$164K 0.02%
5,330
+210
534
$163K 0.02%
1,087
535
$163K 0.02%
6,793
-225
536
$162K 0.02%
2,504
+1
537
$162K 0.02%
19,329
-450
538
$160K 0.02%
4,200
+192
539
$158K 0.02%
3,652
+798
540
$158K 0.02%
3,908
+4
541
$158K 0.02%
8,440
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542
$158K 0.02%
1,500
543
$156K 0.02%
7,472
+1,092
544
$156K 0.02%
1,819
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545
$155K 0.02%
4,848
+1,101
546
$155K 0.02%
7,372
-925
547
$154K 0.02%
756
+156
548
$154K 0.02%
4,336
+805
549
$154K 0.02%
4,713
-1,268
550
$153K 0.02%
5,499
+182
20 21
22
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