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
1226
$9K ﹤0.01%
390
1227
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740
1228
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300
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1229
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745
-505
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298
+3
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1234
$8K ﹤0.01%
100
-100
1235
$8K ﹤0.01%
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1236
$8K ﹤0.01%
+578
1237
$8K ﹤0.01%
250
1238
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116
1239
$8K ﹤0.01%
581
+10
1240
$8K ﹤0.01%
+625
1241
$8K ﹤0.01%
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1242
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189
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1244
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1245
$8K ﹤0.01%
515
-530
1246
$8K ﹤0.01%
255
-2,176
1247
$8K ﹤0.01%
2,000
1248
$8K ﹤0.01%
200
-1,000
1249
$8K ﹤0.01%
275
1250
$8K ﹤0.01%
+221
48 49
50
51 52