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
1076
$30K ﹤0.01%
20
1077
$29K ﹤0.01%
1,226
1078
$29K ﹤0.01%
6,000
1079
$29K ﹤0.01%
876
-151
1080
$29K ﹤0.01%
764
+168
1081
$29K ﹤0.01%
+1,150
1082
$29K ﹤0.01%
1,700
-500
1083
$29K ﹤0.01%
759
1084
$29K ﹤0.01%
413
1085
$29K ﹤0.01%
720
1086
$29K ﹤0.01%
1,500
-88
1087
$29K ﹤0.01%
1,927
1088
$29K ﹤0.01%
1,930
+1,200
1089
$28K ﹤0.01%
860
1090
$28K ﹤0.01%
905
-495
1091
$28K ﹤0.01%
573
-798
1092
$28K ﹤0.01%
2,000
1093
$28K ﹤0.01%
1,332
1094
$28K ﹤0.01%
1,143
1095
$28K ﹤0.01%
3,227
1096
$28K ﹤0.01%
2,100
1097
$27K ﹤0.01%
280
1098
$27K ﹤0.01%
+1,545
1099
$27K ﹤0.01%
609
+509
1100
$27K ﹤0.01%
100
42 43
44
45 46