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
551
$207K 0.02%
+6,220
552
$207K 0.02%
7,593
553
$206K 0.02%
4,400
554
$205K 0.02%
9,314
555
$203K 0.02%
3,460
556
$201K 0.02%
10,794
-52
557
$201K 0.02%
2,604
-178
558
$200K 0.02%
3,435
+19
559
$198K 0.02%
4,064
+36
560
$197K 0.02%
1,418
-15
561
$197K 0.02%
4,283
-94
562
$196K 0.02%
7,600
-580
563
$196K 0.02%
1,576
+1,495
564
$194K 0.02%
3,690
-1,239
565
$194K 0.02%
1,634
-47
566
$192K 0.02%
2,133
-6
567
$192K 0.02%
8,944
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568
$190K 0.01%
4,322
-1,571
569
$189K 0.01%
2,025
+1,557
570
$188K 0.01%
3,253
-1,843
571
$188K 0.01%
10,028
-951
572
$187K 0.01%
6,815
+58
573
$187K 0.01%
7,870
+1,450
574
$186K 0.01%
2,575
-12
575
$185K 0.01%
1,588
+146
21 22
23
24 25