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
1051
$18K ﹤0.01%
1,056
+21
1052
$18K ﹤0.01%
304
-405
1053
$18K ﹤0.01%
1,059
+531
1054
$18K ﹤0.01%
1,656
+534
1055
$18K ﹤0.01%
844
-246
1056
$18K ﹤0.01%
200
1057
$18K ﹤0.01%
400
1058
$17K ﹤0.01%
750
-350
1059
$17K ﹤0.01%
1,600
1060
$17K ﹤0.01%
254
1061
$17K ﹤0.01%
182
+64
1062
$17K ﹤0.01%
736
+80
1063
$17K ﹤0.01%
546
+57
1064
$17K ﹤0.01%
1,102
+500
1065
$17K ﹤0.01%
131
+81
1066
$17K ﹤0.01%
1,100
+100
1067
$17K ﹤0.01%
504
-52
1068
$16K ﹤0.01%
250
1069
$16K ﹤0.01%
695
+595
1070
$16K ﹤0.01%
300
1071
$16K ﹤0.01%
695
-39
1072
$16K ﹤0.01%
267
+8
1073
$16K ﹤0.01%
212
+23
1074
$16K ﹤0.01%
259
1075
$16K ﹤0.01%
343
+80
41 42
43
44 45