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
1001
$21K ﹤0.01%
516
-1
1002
$21K ﹤0.01%
400
-350
1003
$21K ﹤0.01%
+912
1004
$21K ﹤0.01%
1,566
1005
$21K ﹤0.01%
749
-288
1006
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1,000
-89
1007
$21K ﹤0.01%
+200
1008
$21K ﹤0.01%
414
1009
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295
+150
1010
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534
+1
1011
$20K ﹤0.01%
600
-200
1012
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380
+1
1013
$20K ﹤0.01%
337
-48
1014
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392
-11
1015
$20K ﹤0.01%
336
+162
1016
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168
+68
1017
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1,171
1018
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950
-1,000
1019
$20K ﹤0.01%
820
1020
$20K ﹤0.01%
+200
1021
$20K ﹤0.01%
570
+120
1022
$20K ﹤0.01%
+100
1023
$20K ﹤0.01%
11,025
1024
$20K ﹤0.01%
202
1025
$20K ﹤0.01%
1,165
39 40
41
42 43