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
$1.99B
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,797
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$11.3M
3
+$7.77M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.79M
5
FNY icon
First Trust Mid Cap Growth AlphaDEX Fund
FNY
+$6.14M

Top Sells

1
+$14.3M
2
+$8.63M
3
+$8.13M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$7.37M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$6.69M

Sector Composition

1 Technology 8.23%
2 Healthcare 5.01%
3 Consumer Discretionary 4.41%
4 Industrials 4.12%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$68K ﹤0.01%
100
952
$68K ﹤0.01%
4,514
+29
953
$67K ﹤0.01%
1,261
-66
954
$67K ﹤0.01%
173
955
$67K ﹤0.01%
400
+200
956
$66K ﹤0.01%
6,900
957
$66K ﹤0.01%
343
+1
958
$66K ﹤0.01%
3,145
959
$66K ﹤0.01%
1,405
+248
960
$66K ﹤0.01%
+734
961
$65K ﹤0.01%
1,000
962
$65K ﹤0.01%
+1,536
963
$65K ﹤0.01%
2,301
964
$64K ﹤0.01%
1,332
+1,300
965
$64K ﹤0.01%
1,525
+111
966
$64K ﹤0.01%
1,650
967
$64K ﹤0.01%
450
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968
$63K ﹤0.01%
1,421
-600
969
$63K ﹤0.01%
10,296
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970
$63K ﹤0.01%
482
971
$63K ﹤0.01%
936
972
$63K ﹤0.01%
5,549
973
$63K ﹤0.01%
1,920
+460
974
$63K ﹤0.01%
1,462
975
$62K ﹤0.01%
920
-398
37 38
39
40 41