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
76
$3.14M 0.33%
27,515
+956
77
$3.11M 0.32%
54,129
-1,540
78
$3.11M 0.32%
81,348
-6,896
79
$3.07M 0.32%
38,752
+29,602
80
$3.04M 0.32%
16,349
-1,047
81
$3M 0.31%
108,708
-249
82
$2.96M 0.31%
35,393
-9,390
83
$2.96M 0.31%
53,403
+35,675
84
$2.94M 0.31%
54,699
+36,403
85
$2.81M 0.29%
54,771
+12,728
86
$2.81M 0.29%
59,385
+3,244
87
$2.74M 0.29%
25,457
+1,058
88
$2.73M 0.29%
53,359
+41,432
89
$2.7M 0.28%
82,041
+540
90
$2.7M 0.28%
50,438
+1,826
91
$2.69M 0.28%
61,378
+5,452
92
$2.67M 0.28%
67,384
+52,161
93
$2.66M 0.28%
60,344
-145
94
$2.65M 0.28%
37,729
-5,662
95
$2.61M 0.27%
31,468
+1,121
96
$2.6M 0.27%
20,791
-7,125
97
$2.49M 0.26%
23,427
+519
98
$2.46M 0.26%
79,709
+4,956
99
$2.45M 0.26%
25,913
+1,380
100
$2.4M 0.25%
36,285
+499
2 3
4
5 6