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
1126
$3K ﹤0.01%
38
1127
$3K ﹤0.01%
100
-300
1128
$3K ﹤0.01%
44
-239
1129
$3K ﹤0.01%
200
+100
1130
$3K ﹤0.01%
+45
1131
$3K ﹤0.01%
48
1132
$3K ﹤0.01%
71
1133
$3K ﹤0.01%
+128
1134
$3K ﹤0.01%
300
1135
$3K ﹤0.01%
665
1136
$3K ﹤0.01%
+87
1137
$3K ﹤0.01%
117
1138
$3K ﹤0.01%
+49
1139
$3K ﹤0.01%
+110
1140
$3K ﹤0.01%
76
+25
1141
$3K ﹤0.01%
55
1142
$3K ﹤0.01%
200
-895
1143
$2K ﹤0.01%
205
+105
1144
$2K ﹤0.01%
86
1145
$2K ﹤0.01%
+1
1146
$2K ﹤0.01%
100
1147
$2K ﹤0.01%
+68
1148
$2K ﹤0.01%
+300
1149
$2K ﹤0.01%
+113
1150
$2K ﹤0.01%
200
44 45
46
47 48