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
926
$28K ﹤0.01%
1,240
927
$28K ﹤0.01%
1,400
-667
928
$28K ﹤0.01%
300
929
$28K ﹤0.01%
240
-1
930
$28K ﹤0.01%
4,533
+1,877
931
$28K ﹤0.01%
700
-1,000
932
$28K ﹤0.01%
250
-1,200
933
$27K ﹤0.01%
850
+700
934
$27K ﹤0.01%
366
935
$27K ﹤0.01%
529
-6,194
936
$27K ﹤0.01%
1,805
+10
937
$27K ﹤0.01%
426
-216
938
$27K ﹤0.01%
759
-6,958
939
$27K ﹤0.01%
425
940
$27K ﹤0.01%
6,186
941
$27K ﹤0.01%
972
-10,893
942
$27K ﹤0.01%
+2,000
943
$26K ﹤0.01%
331
944
$26K ﹤0.01%
583
945
$26K ﹤0.01%
195
946
$26K ﹤0.01%
300
947
$26K ﹤0.01%
1,848
948
$25K ﹤0.01%
550
949
$25K ﹤0.01%
1,127
+20
950
$25K ﹤0.01%
246
36 37
38
39 40