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
1176
$21K ﹤0.01%
1,169
1177
$21K ﹤0.01%
1,436
1178
$21K ﹤0.01%
798
+86
1179
$21K ﹤0.01%
550
1180
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225
1181
$21K ﹤0.01%
780
+100
1182
$21K ﹤0.01%
+400
1183
$21K ﹤0.01%
368
+1
1184
$21K ﹤0.01%
1,165
1185
$21K ﹤0.01%
800
-700
1186
$21K ﹤0.01%
+607
1187
$21K ﹤0.01%
260
-75
1188
$21K ﹤0.01%
+41
1189
$21K ﹤0.01%
559
+397
1190
$21K ﹤0.01%
330
-44
1191
$21K ﹤0.01%
1,862
-323
1192
$20K ﹤0.01%
230
1193
$20K ﹤0.01%
373
+73
1194
$20K ﹤0.01%
460
1195
$20K ﹤0.01%
785
1196
$20K ﹤0.01%
1,510
1197
$20K ﹤0.01%
748
-501
1198
$20K ﹤0.01%
3,013
1199
$20K ﹤0.01%
134
-242
1200
$20K ﹤0.01%
150
46 47
48
49 50