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
$610M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$5.99M
3
+$5.86M
4
FXR icon
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
+$2.63M
5
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$2.61M

Top Sells

1
+$4.88M
2
+$4.76M
3
+$3.81M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.76M
5
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$3.46M

Sector Composition

1 Healthcare 6.81%
2 Industrials 6.64%
3 Consumer Staples 6.07%
4 Technology 5.58%
5 Financials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$22K ﹤0.01%
1,000
777
$22K ﹤0.01%
+1,706
778
$22K ﹤0.01%
2,092
779
$22K ﹤0.01%
2,000
780
$22K ﹤0.01%
220
+82
781
$21K ﹤0.01%
385
782
$21K ﹤0.01%
1,510
783
$21K ﹤0.01%
61
-11
784
$21K ﹤0.01%
116
785
$21K ﹤0.01%
242
786
$21K ﹤0.01%
241
-48
787
$21K ﹤0.01%
4,142
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788
$20K ﹤0.01%
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789
$20K ﹤0.01%
419
-47
790
$20K ﹤0.01%
500
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791
$20K ﹤0.01%
956
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792
$20K ﹤0.01%
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793
$20K ﹤0.01%
551
794
$20K ﹤0.01%
382
795
$20K ﹤0.01%
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796
$20K ﹤0.01%
362
797
$20K ﹤0.01%
675
798
$20K ﹤0.01%
+703
799
$20K ﹤0.01%
811
800
$19K ﹤0.01%
+1,000
30 31
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