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
1301
$6K ﹤0.01%
94
1302
$6K ﹤0.01%
40
+20
1303
$6K ﹤0.01%
258
+1
1304
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125
1305
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120
1306
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+140
1307
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208
1308
$6K ﹤0.01%
+465
1309
$6K ﹤0.01%
660
-829
1310
$6K ﹤0.01%
1,091
-3,100
1311
$6K ﹤0.01%
6,000
1312
$6K ﹤0.01%
117
1313
$5K ﹤0.01%
156
1314
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28
-1
1315
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25
1316
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1317
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242
1318
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125
1319
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445
1320
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+250
1321
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70
-27
1322
$5K ﹤0.01%
141
1323
$5K ﹤0.01%
327
-400
1324
$5K ﹤0.01%
100
1325
$5K ﹤0.01%
1,000
-2,026
51 52
53
54 55