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
651
$99K 0.01%
1,180
+97
652
$98K 0.01%
1,810
-34
653
$98K 0.01%
1,330
+1,100
654
$98K 0.01%
1,350
+850
655
$98K 0.01%
726
656
$98K 0.01%
5,678
+1,824
657
$98K 0.01%
1,486
-65
658
$98K 0.01%
449
-164
659
$95K 0.01%
2,519
+750
660
$95K 0.01%
1,943
+6
661
$95K 0.01%
1,586
-326
662
$94K 0.01%
4,413
+82
663
$94K 0.01%
2,464
-268
664
$94K 0.01%
3,050
+550
665
$93K 0.01%
8,691
-1,495
666
$93K 0.01%
6,955
667
$93K 0.01%
1,646
+303
668
$92K 0.01%
4,585
-95
669
$92K 0.01%
3,598
+806
670
$92K 0.01%
3,872
+3,700
671
$92K 0.01%
3,672
672
$91K 0.01%
669
+120
673
$91K 0.01%
1,421
+278
674
$91K 0.01%
1,505
675
$90K 0.01%
1,825
+400
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