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
1126
$25K ﹤0.01%
286
+89
1127
$25K ﹤0.01%
2,732
-5,000
1128
$25K ﹤0.01%
818
1129
$25K ﹤0.01%
292
-290
1130
$25K ﹤0.01%
+400
1131
$25K ﹤0.01%
650
-40
1132
$25K ﹤0.01%
344
1133
$25K ﹤0.01%
398
1134
$25K ﹤0.01%
1,400
1135
$24K ﹤0.01%
750
1136
$24K ﹤0.01%
491
+145
1137
$24K ﹤0.01%
344
+47
1138
$24K ﹤0.01%
173
-18
1139
$24K ﹤0.01%
200
1140
$24K ﹤0.01%
899
-156
1141
$24K ﹤0.01%
+1,200
1142
$24K ﹤0.01%
1,000
1143
$24K ﹤0.01%
259
-216
1144
$23K ﹤0.01%
500
1145
$23K ﹤0.01%
4,155
-975
1146
$23K ﹤0.01%
363
-114
1147
$23K ﹤0.01%
400
1148
$23K ﹤0.01%
150
1149
$23K ﹤0.01%
1,000
1150
$23K ﹤0.01%
+139
44 45
46
47 48