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
601
$123K 0.01%
1,823
+1,523
602
$123K 0.01%
2,331
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603
$123K 0.01%
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606
$122K 0.01%
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608
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571
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609
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610
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611
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612
$118K 0.01%
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613
$117K 0.01%
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614
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615
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4,174
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621
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1,123
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623
$109K 0.01%
4,072
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624
$108K 0.01%
4,490
625
$108K 0.01%
2,831
23 24
25
26 27