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
1151
$23K ﹤0.01%
789
-73
1152
$23K ﹤0.01%
455
-86
1153
$23K ﹤0.01%
450
1154
$23K ﹤0.01%
421
-1,705
1155
$23K ﹤0.01%
735
+637
1156
$23K ﹤0.01%
1,505
1157
$23K ﹤0.01%
660
1158
$23K ﹤0.01%
1,685
1159
$22K ﹤0.01%
300
1160
$22K ﹤0.01%
418
+275
1161
$22K ﹤0.01%
3,100
1162
$22K ﹤0.01%
1,084
-60
1163
$22K ﹤0.01%
1,197
1164
$22K ﹤0.01%
850
1165
$22K ﹤0.01%
1,409
-250
1166
$22K ﹤0.01%
1,606
-398
1167
$22K ﹤0.01%
1,219
+23
1168
$22K ﹤0.01%
1,400
-300
1169
$22K ﹤0.01%
143
+19
1170
$22K ﹤0.01%
2,684
-91
1171
$22K ﹤0.01%
500
+250
1172
$21K ﹤0.01%
400
1173
$21K ﹤0.01%
468
-28
1174
$21K ﹤0.01%
1,630
1175
$21K ﹤0.01%
92
-130
45 46
47
48 49