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
676
$128K 0.01%
950
+620
677
$127K 0.01%
3,783
-39
678
$127K 0.01%
+1,806
679
$126K 0.01%
+380
680
$126K 0.01%
1,240
-675
681
$126K 0.01%
2,348
+279
682
$126K 0.01%
1,883
+654
683
$125K 0.01%
+2,089
684
$125K 0.01%
5,000
+3,000
685
$124K 0.01%
420
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686
$124K 0.01%
2,537
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687
$124K 0.01%
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-3,590
688
$124K 0.01%
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689
$123K 0.01%
1,687
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$121K 0.01%
2,275
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691
$120K 0.01%
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$120K 0.01%
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$120K 0.01%
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696
$119K 0.01%
2,365
697
$119K 0.01%
+5,580
698
$118K 0.01%
9,240
-683
699
$117K 0.01%
3,330
-83
700
$116K 0.01%
2,143
26 27
28
29 30