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
1151
$11K ﹤0.01%
259
-16
1152
$11K ﹤0.01%
400
1153
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+80
1154
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+524
1155
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475
1156
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+500
1157
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200
1158
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148
1159
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+700
1160
$11K ﹤0.01%
357
1161
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2,400
1162
$11K ﹤0.01%
465
1163
$11K ﹤0.01%
105
1164
$11K ﹤0.01%
870
1165
$11K ﹤0.01%
102
1166
$11K ﹤0.01%
180
+80
1167
$11K ﹤0.01%
100
1168
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695
1169
$11K ﹤0.01%
4,500
1170
$11K ﹤0.01%
+664
1171
$11K ﹤0.01%
175
1172
$11K ﹤0.01%
63
+32
1173
$10K ﹤0.01%
265
+165
1174
$10K ﹤0.01%
4
+1
1175
$10K ﹤0.01%
1,400
45 46
47
48 49