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
901
$32K ﹤0.01%
1,300
+996
902
$32K ﹤0.01%
800
-200
903
$32K ﹤0.01%
484
-32,314
904
$32K ﹤0.01%
150
905
$32K ﹤0.01%
794
906
$32K ﹤0.01%
856
+3
907
$32K ﹤0.01%
625
908
$31K ﹤0.01%
300
909
$31K ﹤0.01%
495
910
$31K ﹤0.01%
91
911
$31K ﹤0.01%
555
-51
912
$31K ﹤0.01%
969
913
$31K ﹤0.01%
2,816
914
$30K ﹤0.01%
+750
915
$30K ﹤0.01%
425
916
$30K ﹤0.01%
+2,150
917
$30K ﹤0.01%
+1,850
918
$30K ﹤0.01%
620
919
$30K ﹤0.01%
295
+195
920
$30K ﹤0.01%
239
+29
921
$30K ﹤0.01%
789
-20
922
$30K ﹤0.01%
+2,670
923
$29K ﹤0.01%
655
+5
924
$29K ﹤0.01%
1,285
925
$28K ﹤0.01%
677
+17
35 36
37
38 39