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
951
$25K ﹤0.01%
834
+7
952
$25K ﹤0.01%
1,380
-90
953
$25K ﹤0.01%
392
954
$25K ﹤0.01%
1,287
+425
955
$25K ﹤0.01%
236
956
$25K ﹤0.01%
825
+675
957
$24K ﹤0.01%
1,000
+250
958
$24K ﹤0.01%
800
959
$24K ﹤0.01%
501
960
$24K ﹤0.01%
265
-12
961
$24K ﹤0.01%
250
962
$24K ﹤0.01%
500
963
$24K ﹤0.01%
583
964
$24K ﹤0.01%
2,092
965
$24K ﹤0.01%
544
966
$24K ﹤0.01%
1,700
967
$24K ﹤0.01%
393
968
$23K ﹤0.01%
900
969
$23K ﹤0.01%
1,683
+9
970
$23K ﹤0.01%
350
971
$23K ﹤0.01%
1,600
972
$23K ﹤0.01%
200
973
$23K ﹤0.01%
451
+1
974
$23K ﹤0.01%
4,000
975
$23K ﹤0.01%
458
37 38
39
40 41