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
$1.28B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,049
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$7.3M
3
+$6.41M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.69M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$5.51M

Top Sells

1
+$6.4M
2
+$5.75M
3
+$4.63M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$4.58M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$4.4M

Sector Composition

1 Technology 6.89%
2 Healthcare 5.73%
3 Industrials 5.66%
4 Financials 4.76%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$64K 0.01%
4,090
-338
852
$64K 0.01%
1,107
-614
853
$64K 0.01%
954
-199
854
$64K 0.01%
54
-44
855
$64K 0.01%
1,100
-50
856
$63K ﹤0.01%
683
-395
857
$63K ﹤0.01%
939
+893
858
$63K ﹤0.01%
3,213
+100
859
$63K ﹤0.01%
4,400
860
$63K ﹤0.01%
3,311
861
$63K ﹤0.01%
1,683
862
$63K ﹤0.01%
2,061
863
$63K ﹤0.01%
301
-81
864
$63K ﹤0.01%
3,531
865
$62K ﹤0.01%
2,510
+2,010
866
$62K ﹤0.01%
4,905
+1,498
867
$62K ﹤0.01%
4,176
+634
868
$62K ﹤0.01%
1,063
+281
869
$62K ﹤0.01%
+6,371
870
$62K ﹤0.01%
+4,138
871
$61K ﹤0.01%
4,430
-942
872
$61K ﹤0.01%
+1,250
873
$61K ﹤0.01%
616
874
$61K ﹤0.01%
3,646
+815
875
$61K ﹤0.01%
1,103
-241
33 34
35
36 37