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
$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
1276
$7K ﹤0.01%
250
+50
1277
$6K ﹤0.01%
450
1278
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409
-1,991
1282
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500
1285
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+140
1289
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208
1290
$6K ﹤0.01%
+465
1291
$6K ﹤0.01%
660
-829
1292
$6K ﹤0.01%
1,091
-3,100
1293
$6K ﹤0.01%
6,000
1294
$6K ﹤0.01%
117
1295
$6K ﹤0.01%
500
1296
$6K ﹤0.01%
+150
1297
$6K ﹤0.01%
124
-36
1298
$6K ﹤0.01%
82
1299
$6K ﹤0.01%
+110
1300
$6K ﹤0.01%
600
+100
50 51
52
53 54