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
701
$80K 0.01%
57
702
$78K 0.01%
1,731
+1,239
703
$78K 0.01%
5,327
-6,175
704
$78K 0.01%
1,505
+30
705
$77K 0.01%
739
+227
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5,200
707
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+2,925
708
$77K 0.01%
8,271
+3,382
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$77K 0.01%
785
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710
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937
+1
711
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795
712
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5,208
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713
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710
714
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987
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$74K 0.01%
1,904
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716
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1,540
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717
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376
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721
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1,100
722
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1,595
723
$73K 0.01%
1,610
724
$73K 0.01%
6,231
+2,231
725
$72K 0.01%
9,152
27 28
29
30 31