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
+$6.54M
2
+$5.56M
3
+$5.31M
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$4.89M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$4.77M

Top Sells

1
+$3.76M
2
+$2.44M
3
+$2.22M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$1.75M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.6M

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%
48
-36
1302
$6K ﹤0.01%
496
1303
$6K ﹤0.01%
+124
1304
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94
1305
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40
+20
1306
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258
+1
1307
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125
1308
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120
1309
$6K ﹤0.01%
+465
1310
$6K ﹤0.01%
660
-829
1311
$6K ﹤0.01%
1,091
-3,100
1312
$6K ﹤0.01%
150
1313
$5K ﹤0.01%
250
1314
$5K ﹤0.01%
156
1315
$5K ﹤0.01%
+100
1316
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27
1317
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100
1318
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+1,000
1319
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25
1320
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150
1321
$5K ﹤0.01%
242
1322
$5K ﹤0.01%
125
1323
$5K ﹤0.01%
445
1324
$5K ﹤0.01%
+250
1325
$5K ﹤0.01%
70
-27
51 52
53
54 55