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
826
$46K ﹤0.01%
996
+448
827
$46K ﹤0.01%
1,354
828
$45K ﹤0.01%
1,439
-86
829
$45K ﹤0.01%
5,000
830
$45K ﹤0.01%
350
831
$45K ﹤0.01%
1,100
832
$45K ﹤0.01%
1,110
-154
833
$45K ﹤0.01%
1,476
834
$44K ﹤0.01%
524
-534
835
$44K ﹤0.01%
515
+365
836
$44K ﹤0.01%
2,325
-1,371
837
$44K ﹤0.01%
3,550
838
$44K ﹤0.01%
508
839
$43K ﹤0.01%
482
+4
840
$42K ﹤0.01%
486
+186
841
$42K ﹤0.01%
706
+2
842
$42K ﹤0.01%
642
-350
843
$42K ﹤0.01%
593
-646
844
$41K ﹤0.01%
1,300
-400
845
$41K ﹤0.01%
367
846
$41K ﹤0.01%
700
847
$41K ﹤0.01%
1,107
+425
848
$41K ﹤0.01%
+700
849
$40K ﹤0.01%
7,000
+500
850
$40K ﹤0.01%
410
32 33
34
35 36