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
$610M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$5.99M
3
+$5.86M
4
FXR icon
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
+$2.63M
5
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$2.61M

Top Sells

1
+$4.88M
2
+$4.76M
3
+$3.81M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.76M
5
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$3.46M

Sector Composition

1 Healthcare 6.81%
2 Industrials 6.64%
3 Consumer Staples 6.07%
4 Technology 5.58%
5 Financials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$6K ﹤0.01%
700
1052
$6K ﹤0.01%
+1,000
1053
$6K ﹤0.01%
+400
1054
$5K ﹤0.01%
500
1055
$5K ﹤0.01%
94
1056
$5K ﹤0.01%
375
1057
$5K ﹤0.01%
206
1058
$5K ﹤0.01%
445
1059
$5K ﹤0.01%
350
1060
$5K ﹤0.01%
35
1061
$5K ﹤0.01%
+1,000
1062
$5K ﹤0.01%
100
1063
$5K ﹤0.01%
+84
1064
$5K ﹤0.01%
100
1065
$5K ﹤0.01%
187
1066
$5K ﹤0.01%
25
1067
$5K ﹤0.01%
+505
1068
$5K ﹤0.01%
1,000
1069
$5K ﹤0.01%
295
1070
$5K ﹤0.01%
+209
1071
$5K ﹤0.01%
254
1072
$5K ﹤0.01%
250
1073
$5K ﹤0.01%
100
1074
$5K ﹤0.01%
208
1075
$5K ﹤0.01%
+1,000
41 42
43
44 45