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
551
$153K 0.02%
3,374
+480
552
$152K 0.02%
2,660
+1
553
$152K 0.02%
2,300
+1,300
554
$151K 0.02%
7,000
555
$151K 0.02%
2,881
+193
556
$151K 0.02%
9,926
557
$150K 0.02%
2,912
558
$150K 0.02%
5,375
+4,261
559
$148K 0.02%
3,899
-47
560
$147K 0.02%
3,881
+1,500
561
$147K 0.02%
3,014
562
$146K 0.02%
5,512
-9,067
563
$146K 0.02%
2,416
-12,500
564
$145K 0.02%
5,699
565
$144K 0.02%
2,248
+448
566
$143K 0.01%
3,524
+393
567
$142K 0.01%
2,045
-2,859
568
$142K 0.01%
3,199
+5
569
$142K 0.01%
2,526
+495
570
$141K 0.01%
200
571
$141K 0.01%
9,795
-1,360
572
$140K 0.01%
1,395
-10,968
573
$139K 0.01%
688
+44
574
$139K 0.01%
3,055
+132
575
$139K 0.01%
2,470
+225
21 22
23
24 25