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
851
$15K ﹤0.01%
150
852
$15K ﹤0.01%
1,380
+900
853
$15K ﹤0.01%
+400
854
$15K ﹤0.01%
+375
855
$15K ﹤0.01%
500
856
$15K ﹤0.01%
171
+1
857
$15K ﹤0.01%
770
-490
858
$14K ﹤0.01%
375
859
$14K ﹤0.01%
1,250
860
$14K ﹤0.01%
380
-1,000
861
$14K ﹤0.01%
134
862
$14K ﹤0.01%
+1,055
863
$14K ﹤0.01%
946
+21
864
$14K ﹤0.01%
721
+22
865
$14K ﹤0.01%
750
866
$14K ﹤0.01%
1,053
+1,042
867
$14K ﹤0.01%
156
868
$14K ﹤0.01%
517
869
$14K ﹤0.01%
1,505
870
$14K ﹤0.01%
+500
871
$14K ﹤0.01%
656
-51
872
$13K ﹤0.01%
250
873
$13K ﹤0.01%
300
874
$13K ﹤0.01%
562
875
$13K ﹤0.01%
+175
33 34
35
36 37