BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Fund
S&P 500
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
876
$36K ﹤0.01%
2,650
+1,850
877
$35K ﹤0.01%
1,501
878
$35K ﹤0.01%
1,500
879
$35K ﹤0.01%
869
-208
880
$35K ﹤0.01%
1,500
881
$35K ﹤0.01%
825
-225
882
$35K ﹤0.01%
1,572
+100
883
$35K ﹤0.01%
1,677
-300
884
$34K ﹤0.01%
214
+64
885
$34K ﹤0.01%
2,495
+200
886
$34K ﹤0.01%
488
-1
887
$34K ﹤0.01%
1,000
888
$34K ﹤0.01%
1,300
+400
889
$34K ﹤0.01%
1,413
-1,146
890
$34K ﹤0.01%
1,853
-22,690
891
$33K ﹤0.01%
196
+41
892
$33K ﹤0.01%
497
-44
893
$33K ﹤0.01%
3,093
+963
894
$33K ﹤0.01%
449
-220
895
$33K ﹤0.01%
900
896
$33K ﹤0.01%
474
897
$33K ﹤0.01%
542
+132
898
$33K ﹤0.01%
2,565
-2,108
899
$33K ﹤0.01%
450
900
$33K ﹤0.01%
2,383
-732
34 35
36
37 38