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
$1.28B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,049
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$7.3M
3
+$6.41M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.69M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$5.51M

Top Sells

1
+$6.4M
2
+$5.75M
3
+$4.63M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$4.58M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$4.4M

Sector Composition

1 Technology 6.89%
2 Healthcare 5.73%
3 Industrials 5.66%
4 Financials 4.76%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$12K ﹤0.01%
182
-747
1352
$12K ﹤0.01%
617
+100
1353
$12K ﹤0.01%
550
-1,010
1354
$12K ﹤0.01%
700
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360
1356
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300
1357
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286
1358
$11K ﹤0.01%
+170
1359
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55
+9
1360
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333
1361
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190
-19
1362
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83
-61
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$11K ﹤0.01%
377
+4
1364
$11K ﹤0.01%
200
-1,138
1365
$11K ﹤0.01%
60
1366
$11K ﹤0.01%
485
-49
1367
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700
1368
$11K ﹤0.01%
308
-1,175
1369
$11K ﹤0.01%
120
+8
1370
$11K ﹤0.01%
1,000
1371
$11K ﹤0.01%
100
1372
$11K ﹤0.01%
460
1373
$11K ﹤0.01%
87
-115
1374
$11K ﹤0.01%
153
1375
$11K ﹤0.01%
100
53 54
55
56 57