BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Fund
S&P 500
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
+$6.54M
2
+$5.56M
3
+$5.31M
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$4.89M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$4.77M

Top Sells

1
+$3.76M
2
+$2.44M
3
+$2.22M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$1.75M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.6M

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%
1,600
977
$23K ﹤0.01%
200
978
$23K ﹤0.01%
451
+1
979
$23K ﹤0.01%
4,000
980
$23K ﹤0.01%
458
981
$23K ﹤0.01%
1,680
-1,159
982
$23K ﹤0.01%
130
983
$23K ﹤0.01%
+975
984
$23K ﹤0.01%
450
985
$23K ﹤0.01%
231
986
$22K ﹤0.01%
941
-1,545
987
$22K ﹤0.01%
1,350
988
$22K ﹤0.01%
516
+6
989
$22K ﹤0.01%
1,250
990
$22K ﹤0.01%
297
-98
991
$22K ﹤0.01%
670
992
$22K ﹤0.01%
605
+1
993
$22K ﹤0.01%
328
994
$22K ﹤0.01%
1,014
+14
995
$22K ﹤0.01%
144
996
$21K ﹤0.01%
765
-4,970
997
$21K ﹤0.01%
1,566
998
$21K ﹤0.01%
749
-288
999
$21K ﹤0.01%
1,000
-89
1000
$21K ﹤0.01%
250
38 39
40
41 42