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
876
$61K ﹤0.01%
5,313
-1,137
877
$61K ﹤0.01%
773
-88
878
$61K ﹤0.01%
3,035
879
$60K ﹤0.01%
1,218
+106
880
$59K ﹤0.01%
+3,500
881
$59K ﹤0.01%
5,000
-315
882
$59K ﹤0.01%
816
-22
883
$58K ﹤0.01%
601
884
$58K ﹤0.01%
444
-539
885
$58K ﹤0.01%
+1,050
886
$57K ﹤0.01%
2,650
-1,787
887
$57K ﹤0.01%
214
-19
888
$57K ﹤0.01%
1,690
889
$57K ﹤0.01%
1,850
890
$57K ﹤0.01%
2,651
-171
891
$57K ﹤0.01%
1,755
892
$57K ﹤0.01%
1,913
+45
893
$56K ﹤0.01%
931
-112
894
$56K ﹤0.01%
1,875
+1,330
895
$56K ﹤0.01%
4,109
-148
896
$55K ﹤0.01%
2,211
+1,736
897
$55K ﹤0.01%
3,350
-400
898
$55K ﹤0.01%
2,270
899
$55K ﹤0.01%
1,434
900
$55K ﹤0.01%
156
34 35
36
37 38