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
1301
$9K ﹤0.01%
1,094
1302
$9K ﹤0.01%
2,150
+1,613
1303
$9K ﹤0.01%
64
1304
$9K ﹤0.01%
61
1305
$9K ﹤0.01%
180
1306
$9K ﹤0.01%
175
1307
$9K ﹤0.01%
900
1308
$9K ﹤0.01%
720
1309
$9K ﹤0.01%
225
-571
1310
$9K ﹤0.01%
509
+203
1311
$9K ﹤0.01%
282
-63
1312
$9K ﹤0.01%
71
-474
1313
$9K ﹤0.01%
1,074
1314
$8K ﹤0.01%
133
1315
$8K ﹤0.01%
155
1316
$8K ﹤0.01%
333
1317
$8K ﹤0.01%
255
1318
$8K ﹤0.01%
1,515
1319
$8K ﹤0.01%
40
1320
$8K ﹤0.01%
180
-312
1321
$8K ﹤0.01%
125
-1,229
1322
$8K ﹤0.01%
185
-198
1323
$8K ﹤0.01%
117
+17
1324
$8K ﹤0.01%
333
1325
$8K ﹤0.01%
650
51 52
53
54 55