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
676
$90K 0.01%
1,910
-8,827
677
$90K 0.01%
1,428
678
$90K 0.01%
1,525
+2
679
$88K 0.01%
1,952
680
$88K 0.01%
2,875
+200
681
$88K 0.01%
415
+20
682
$88K 0.01%
2,898
683
$88K 0.01%
1,229
684
$88K 0.01%
445
-200
685
$87K 0.01%
2,823
+2,430
686
$86K 0.01%
6,633
+16
687
$86K 0.01%
704
-71
688
$86K 0.01%
4,566
+8
689
$86K 0.01%
506
+98
690
$86K 0.01%
1,039
+1,000
691
$85K 0.01%
25,556
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$85K 0.01%
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693
$84K 0.01%
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$84K 0.01%
8,204
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695
$83K 0.01%
2,200
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696
$83K 0.01%
4,780
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697
$83K 0.01%
+2,975
698
$81K 0.01%
3,000
+1,500
699
$80K 0.01%
971
-133
700
$80K 0.01%
2,208
+488
26 27
28
29 30