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
1101
$14K ﹤0.01%
+200
1102
$14K ﹤0.01%
241
-37
1103
$14K ﹤0.01%
747
+26
1104
$14K ﹤0.01%
223
1105
$14K ﹤0.01%
900
1106
$14K ﹤0.01%
+500
1107
$14K ﹤0.01%
150
1108
$14K ﹤0.01%
150
1109
$14K ﹤0.01%
1,600
1110
$14K ﹤0.01%
1,000
1111
$14K ﹤0.01%
600
1112
$14K ﹤0.01%
270
1113
$14K ﹤0.01%
525
1114
$13K ﹤0.01%
675
-300
1115
$13K ﹤0.01%
1,200
+200
1116
$13K ﹤0.01%
1,080
1117
$13K ﹤0.01%
200
1118
$13K ﹤0.01%
160
1119
$13K ﹤0.01%
422
-1
1120
$13K ﹤0.01%
100
1121
$13K ﹤0.01%
156
1122
$13K ﹤0.01%
300
1123
$13K ﹤0.01%
240
1124
$13K ﹤0.01%
1,366
-781
1125
$13K ﹤0.01%
496
+2
43 44
45
46 47