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
1251
$8K ﹤0.01%
400
1252
$7K ﹤0.01%
+468
1253
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250
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+2
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1260
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427
1261
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1262
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100
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433
+10
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+110
1266
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+200
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+200
1268
$7K ﹤0.01%
438
+2
1269
$7K ﹤0.01%
+132
1270
$7K ﹤0.01%
250
+50
1271
$7K ﹤0.01%
112
-1,799
1272
$7K ﹤0.01%
+400
1273
$7K ﹤0.01%
321
1274
$7K ﹤0.01%
142
+135
1275
$7K ﹤0.01%
200
49 50
51
52 53