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
$610M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$5.99M
3
+$5.86M
4
FXR icon
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
+$2.63M
5
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$2.61M

Top Sells

1
+$4.88M
2
+$4.76M
3
+$3.81M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.76M
5
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$3.46M

Sector Composition

1 Healthcare 6.81%
2 Industrials 6.64%
3 Consumer Staples 6.07%
4 Technology 5.58%
5 Financials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$10K ﹤0.01%
730
952
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953
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2,000
954
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324
-200
955
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+1,694
956
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215
957
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958
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-6
959
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100
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961
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200
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+240
964
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357
-36
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294
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966
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119
969
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+22
970
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394
971
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600
972
$9K ﹤0.01%
200
973
$9K ﹤0.01%
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974
$9K ﹤0.01%
300
975
$9K ﹤0.01%
128
37 38
39
40 41