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
$1.99B
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,797
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$11.3M
3
+$7.77M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.79M
5
FNY icon
First Trust Mid Cap Growth AlphaDEX Fund
FNY
+$6.14M

Top Sells

1
+$14.3M
2
+$8.63M
3
+$8.13M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$7.37M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$6.69M

Sector Composition

1 Technology 8.23%
2 Healthcare 5.01%
3 Consumer Discretionary 4.41%
4 Industrials 4.12%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$22K ﹤0.01%
200
-35
1202
$22K ﹤0.01%
270
1203
$22K ﹤0.01%
+535
1204
$22K ﹤0.01%
1,000
1205
$22K ﹤0.01%
1,000
1206
$22K ﹤0.01%
618
1207
$22K ﹤0.01%
367
+10
1208
$22K ﹤0.01%
148
-2,224
1209
$22K ﹤0.01%
303
-100
1210
$21K ﹤0.01%
2,000
-1,700
1211
$21K ﹤0.01%
75
1212
$21K ﹤0.01%
200
1213
$21K ﹤0.01%
450
1214
$21K ﹤0.01%
1,000
1215
$21K ﹤0.01%
500
1216
$21K ﹤0.01%
1,414
-567
1217
$21K ﹤0.01%
1,676
+19
1218
$21K ﹤0.01%
100
-32
1219
$21K ﹤0.01%
832
1220
$21K ﹤0.01%
2,350
1221
$21K ﹤0.01%
400
1222
$21K ﹤0.01%
3,000
-500
1223
$21K ﹤0.01%
375
1224
$21K ﹤0.01%
410
1225
$21K ﹤0.01%
+500
47 48
49
50 51