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
1201
$20K ﹤0.01%
1,362
1202
$20K ﹤0.01%
600
-394
1203
$20K ﹤0.01%
1,566
1204
$20K ﹤0.01%
1,500
1205
$20K ﹤0.01%
2,785
+1,762
1206
$20K ﹤0.01%
383
1207
$20K ﹤0.01%
119
+115
1208
$20K ﹤0.01%
1,540
1209
$20K ﹤0.01%
459
-83
1210
$20K ﹤0.01%
1,387
-44
1211
$20K ﹤0.01%
313
+128
1212
$20K ﹤0.01%
562
+19
1213
$19K ﹤0.01%
86
-37
1214
$19K ﹤0.01%
1,092
1215
$19K ﹤0.01%
2,075
1216
$19K ﹤0.01%
95
1217
$19K ﹤0.01%
601
+101
1218
$19K ﹤0.01%
1,329
-171
1219
$19K ﹤0.01%
214
1220
$19K ﹤0.01%
318
-100
1221
$19K ﹤0.01%
300
1222
$19K ﹤0.01%
190
+1
1223
$19K ﹤0.01%
221
1224
$19K ﹤0.01%
1,445
-3,750
1225
$19K ﹤0.01%
+1,200
47 48
49
50 51