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
1076
$16K ﹤0.01%
311
+36
1077
$16K ﹤0.01%
116
1078
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180
1079
$15K ﹤0.01%
1,643
1080
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406
-571
1081
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536
+1
1082
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+296
1083
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141
-417
1084
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420
1085
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100
1086
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200
1087
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410
1088
$15K ﹤0.01%
+588
1089
$15K ﹤0.01%
100
1090
$15K ﹤0.01%
1,505
1091
$15K ﹤0.01%
168
1092
$15K ﹤0.01%
1,000
-2,000
1093
$14K ﹤0.01%
243
-157
1094
$14K ﹤0.01%
1,105
+47
1095
$14K ﹤0.01%
230
1096
$14K ﹤0.01%
817
1097
$14K ﹤0.01%
1,000
1098
$14K ﹤0.01%
881
1099
$14K ﹤0.01%
225
-210
1100
$14K ﹤0.01%
400
42 43
44
45 46