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
751
$65K 0.01%
2,479
+1,098
752
$65K 0.01%
2,155
753
$65K 0.01%
2,454
754
$64K 0.01%
800
755
$63K 0.01%
556
-7
756
$63K 0.01%
6,900
757
$63K 0.01%
1,066
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758
$63K 0.01%
777
+396
759
$63K 0.01%
4,700
760
$63K 0.01%
3,800
+700
761
$62K 0.01%
1,389
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762
$62K 0.01%
2,470
763
$62K 0.01%
6,049
764
$62K 0.01%
+1,101
765
$61K 0.01%
4,883
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766
$61K 0.01%
1,135
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767
$61K 0.01%
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768
$61K 0.01%
725
769
$61K 0.01%
862
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770
$61K 0.01%
4,043
-27,286
771
$61K 0.01%
3,430
-4,420
772
$60K 0.01%
605
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773
$60K 0.01%
1,304
774
$60K 0.01%
350
775
$60K 0.01%
1,223
29 30
31
32 33