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
$1.99B
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,797
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$11.3M
3
+$7.77M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.79M
5
FNY icon
First Trust Mid Cap Growth AlphaDEX Fund
FNY
+$6.14M

Top Sells

1
+$14.3M
2
+$8.63M
3
+$8.13M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$7.37M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$6.69M

Sector Composition

1 Technology 8.23%
2 Healthcare 5.01%
3 Consumer Discretionary 4.41%
4 Industrials 4.12%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$17K ﹤0.01%
345
+100
1277
$17K ﹤0.01%
1,674
+29
1278
$16K ﹤0.01%
+200
1279
$16K ﹤0.01%
71
1280
$16K ﹤0.01%
500
1281
$16K ﹤0.01%
600
+200
1282
$16K ﹤0.01%
47
1283
$16K ﹤0.01%
850
1284
$16K ﹤0.01%
152
1285
$16K ﹤0.01%
+253
1286
$16K ﹤0.01%
+1,000
1287
$16K ﹤0.01%
240
1288
$16K ﹤0.01%
300
1289
$16K ﹤0.01%
395
1290
$16K ﹤0.01%
114
1291
$16K ﹤0.01%
+325
1292
$15K ﹤0.01%
1,000
1293
$15K ﹤0.01%
255
-875
1294
$15K ﹤0.01%
327
1295
$15K ﹤0.01%
385
1296
$15K ﹤0.01%
679
1297
$15K ﹤0.01%
59
1298
$15K ﹤0.01%
150
1299
$15K ﹤0.01%
34
1300
$15K ﹤0.01%
725
-100
50 51
52
53 54