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
1126
$13K ﹤0.01%
400
1127
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94
1128
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300
1129
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430
+230
1130
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500
1131
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256
+1
1132
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2,000
+1,000
1133
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650
1134
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1,750
+1,150
1135
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+1,354
1136
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310
1137
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498
1138
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800
1139
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1,000
1140
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264
1141
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1142
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1143
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1144
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239
+136
1145
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210
+1
1146
$12K ﹤0.01%
394
1147
$12K ﹤0.01%
+300
1148
$12K ﹤0.01%
300
1149
$12K ﹤0.01%
193
1150
$11K ﹤0.01%
39
44 45
46
47 48