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
926
$51K ﹤0.01%
2,301
927
$51K ﹤0.01%
1,619
928
$50K ﹤0.01%
2,487
-1,444
929
$50K ﹤0.01%
575
+64
930
$50K ﹤0.01%
1,272
931
$50K ﹤0.01%
2,608
+608
932
$50K ﹤0.01%
1,434
+214
933
$50K ﹤0.01%
1,942
-100
934
$50K ﹤0.01%
3,721
-1,125
935
$49K ﹤0.01%
1,219
+351
936
$49K ﹤0.01%
4,579
937
$49K ﹤0.01%
4,951
-30
938
$49K ﹤0.01%
237
-21
939
$49K ﹤0.01%
639
+310
940
$48K ﹤0.01%
2,017
+1,933
941
$48K ﹤0.01%
1,231
-85
942
$48K ﹤0.01%
1,800
+1,587
943
$47K ﹤0.01%
1,500
944
$47K ﹤0.01%
949
945
$47K ﹤0.01%
2,105
+563
946
$47K ﹤0.01%
1,132
+11
947
$47K ﹤0.01%
178
948
$47K ﹤0.01%
1,032
+50
949
$46K ﹤0.01%
428
+212
950
$46K ﹤0.01%
898
-775
36 37
38
39 40