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
951
$46K ﹤0.01%
639
952
$46K ﹤0.01%
826
+526
953
$46K ﹤0.01%
1,025
-877
954
$45K ﹤0.01%
+703
955
$45K ﹤0.01%
1,150
+575
956
$45K ﹤0.01%
360
+17
957
$45K ﹤0.01%
540
958
$45K ﹤0.01%
2,601
-52,221
959
$45K ﹤0.01%
2,969
960
$45K ﹤0.01%
523
961
$45K ﹤0.01%
1,799
+393
962
$45K ﹤0.01%
1,790
-590
963
$44K ﹤0.01%
420
+105
964
$44K ﹤0.01%
854
-2,091
965
$44K ﹤0.01%
173
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$44K ﹤0.01%
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967
$44K ﹤0.01%
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968
$44K ﹤0.01%
705
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969
$44K ﹤0.01%
815
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970
$44K ﹤0.01%
350
971
$44K ﹤0.01%
1,373
-202
972
$44K ﹤0.01%
2,464
+32
973
$43K ﹤0.01%
677
+569
974
$43K ﹤0.01%
1,510
+766
975
$43K ﹤0.01%
702
37 38
39
40 41