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
1251
$17K ﹤0.01%
4,000
1252
$16K ﹤0.01%
135
1253
$16K ﹤0.01%
1,000
1254
$16K ﹤0.01%
400
-827
1255
$16K ﹤0.01%
2,000
1256
$16K ﹤0.01%
880
1257
$16K ﹤0.01%
215
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1258
$16K ﹤0.01%
714
-1,443
1259
$16K ﹤0.01%
179
1260
$16K ﹤0.01%
386
1261
$16K ﹤0.01%
821
-3,411
1262
$16K ﹤0.01%
825
1263
$16K ﹤0.01%
350
1264
$16K ﹤0.01%
236
1265
$16K ﹤0.01%
534
-136
1266
$16K ﹤0.01%
333
1267
$16K ﹤0.01%
1,025
1268
$16K ﹤0.01%
631
+300
1269
$16K ﹤0.01%
454
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1270
$16K ﹤0.01%
+205
1271
$15K ﹤0.01%
+500
1272
$15K ﹤0.01%
1,200
1273
$15K ﹤0.01%
500
-607
1274
$15K ﹤0.01%
+2,000
1275
$15K ﹤0.01%
75
49 50
51
52 53