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
976
$43K ﹤0.01%
538
+85
977
$43K ﹤0.01%
723
-34
978
$43K ﹤0.01%
+886
979
$43K ﹤0.01%
1,779
-560
980
$43K ﹤0.01%
692
-11
981
$42K ﹤0.01%
1,131
+23
982
$42K ﹤0.01%
802
-48,420
983
$42K ﹤0.01%
353
-5
984
$42K ﹤0.01%
1,022
-133
985
$42K ﹤0.01%
+4,544
986
$42K ﹤0.01%
832
-862
987
$41K ﹤0.01%
469
-468
988
$41K ﹤0.01%
2,832
989
$41K ﹤0.01%
1,277
990
$41K ﹤0.01%
657
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991
$41K ﹤0.01%
1,850
-166
992
$41K ﹤0.01%
396
-73
993
$40K ﹤0.01%
2,528
994
$40K ﹤0.01%
1,773
+638
995
$40K ﹤0.01%
1,050
-21
996
$40K ﹤0.01%
2,240
997
$40K ﹤0.01%
461
998
$39K ﹤0.01%
257
+20
999
$39K ﹤0.01%
601
-704
1000
$39K ﹤0.01%
1,844
+1,250
38 39
40
41 42