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
1226
$18K ﹤0.01%
+364
1227
$18K ﹤0.01%
706
-57
1228
$18K ﹤0.01%
381
1229
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1,611
1230
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200
1231
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500
1232
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500
1233
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849
+595
1234
$18K ﹤0.01%
669
+155
1235
$18K ﹤0.01%
9,710
+6
1236
$18K ﹤0.01%
3,078
1237
$18K ﹤0.01%
+650
1238
$18K ﹤0.01%
435
-17
1239
$17K ﹤0.01%
292
-68
1240
$17K ﹤0.01%
224
+24
1241
$17K ﹤0.01%
548
1242
$17K ﹤0.01%
582
-191
1243
$17K ﹤0.01%
420
1244
$17K ﹤0.01%
980
1245
$17K ﹤0.01%
97
1246
$17K ﹤0.01%
225
1247
$17K ﹤0.01%
180
-554
1248
$17K ﹤0.01%
1,015
-790
1249
$17K ﹤0.01%
425
1250
$17K ﹤0.01%
256
+200
48 49
50
51 52