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
801
$19K ﹤0.01%
400
-1,000
802
$19K ﹤0.01%
350
803
$19K ﹤0.01%
+330
804
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164
+114
805
$19K ﹤0.01%
225
+150
806
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820
807
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154
-52
808
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705
+246
809
$19K ﹤0.01%
280
-151
810
$19K ﹤0.01%
1,078
811
$19K ﹤0.01%
866
812
$19K ﹤0.01%
250
813
$19K ﹤0.01%
488
-50
814
$19K ﹤0.01%
242
815
$18K ﹤0.01%
160
+100
816
$18K ﹤0.01%
406
+100
817
$18K ﹤0.01%
314
818
$18K ﹤0.01%
450
+150
819
$18K ﹤0.01%
985
820
$18K ﹤0.01%
1,010
821
$18K ﹤0.01%
781
822
$18K ﹤0.01%
340
823
$18K ﹤0.01%
500
824
$17K ﹤0.01%
300
825
$17K ﹤0.01%
303
-49
31 32
33
34 35