BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
-$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,967
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$7.89M
3
+$5.9M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$5.55M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$4.59M

Top Sells

1
+$8.89M
2
+$8.23M
3
+$7.13M
4
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$5.71M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 7.85%
2 Healthcare 6.35%
3 Industrials 4.66%
4 Consumer Staples 4.46%
5 Financials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$10K ﹤0.01%
1,494
+120
1252
$10K ﹤0.01%
119
1253
$10K ﹤0.01%
153
1254
$10K ﹤0.01%
+100
1255
$10K ﹤0.01%
305
-29
1256
$10K ﹤0.01%
375
1257
$10K ﹤0.01%
1,500
1258
$10K ﹤0.01%
2,281
-2,610
1259
$10K ﹤0.01%
+1,000
1260
$10K ﹤0.01%
204
1261
$10K ﹤0.01%
735
1262
$10K ﹤0.01%
4,500
1263
$10K ﹤0.01%
120
-30
1264
$10K ﹤0.01%
300
1265
$10K ﹤0.01%
284
-372
1266
$10K ﹤0.01%
150
+100
1267
$10K ﹤0.01%
212
-413
1268
$10K ﹤0.01%
+340
1269
$10K ﹤0.01%
182
1270
$10K ﹤0.01%
691
-1,061
1271
$10K ﹤0.01%
1,250
1272
$9K ﹤0.01%
+460
1273
$9K ﹤0.01%
540
+176
1274
$9K ﹤0.01%
675
+475
1275
$9K ﹤0.01%
151
49 50
51
52 53