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
726
$72K 0.01%
1,428
727
$71K 0.01%
3,350
728
$71K 0.01%
484
+1
729
$71K 0.01%
2,000
-10,500
730
$70K 0.01%
2,175
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731
$70K 0.01%
40
732
$70K 0.01%
1,325
733
$70K 0.01%
3,300
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734
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1,000
735
$69K 0.01%
3,000
736
$69K 0.01%
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737
$68K 0.01%
300
738
$68K 0.01%
3,933
739
$68K 0.01%
4,352
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740
$68K 0.01%
1,478
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741
$68K 0.01%
564
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637
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746
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1,727
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748
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10,925
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749
$66K 0.01%
3,486
-492
750
$66K 0.01%
4,939
-1,020
28 29
30
31 32