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
801
$51K 0.01%
1,068
802
$51K 0.01%
890
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$50K 0.01%
225
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$50K 0.01%
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$50K 0.01%
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$49K 0.01%
+1,000
807
$49K 0.01%
1,874
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808
$49K 0.01%
825
809
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810
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3,750
811
$48K 0.01%
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812
$48K 0.01%
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813
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212
814
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961
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815
$48K 0.01%
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816
$47K ﹤0.01%
3,000
817
$47K ﹤0.01%
1,669
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818
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250
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$47K ﹤0.01%
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821
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610
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2,400
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823
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1,250
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$46K ﹤0.01%
136
825
$46K ﹤0.01%
1,735
-65
31 32
33
34 35