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
976
$23K ﹤0.01%
716
977
$23K ﹤0.01%
1,680
-1,159
978
$23K ﹤0.01%
1,100
-7,890
979
$23K ﹤0.01%
450
980
$23K ﹤0.01%
260
981
$23K ﹤0.01%
130
982
$23K ﹤0.01%
2,000
983
$23K ﹤0.01%
+975
984
$23K ﹤0.01%
450
985
$23K ﹤0.01%
231
986
$22K ﹤0.01%
1,250
987
$22K ﹤0.01%
670
988
$22K ﹤0.01%
941
-1,545
989
$22K ﹤0.01%
1,350
990
$22K ﹤0.01%
516
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$22K ﹤0.01%
605
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$22K ﹤0.01%
328
993
$22K ﹤0.01%
1,014
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$22K ﹤0.01%
144
995
$22K ﹤0.01%
297
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996
$21K ﹤0.01%
1,305
-36
997
$21K ﹤0.01%
250
998
$21K ﹤0.01%
765
-4,970
999
$21K ﹤0.01%
557
1000
$21K ﹤0.01%
500
-443
38 39
40
41 42