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
$1.17B
AUM Growth
-$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,967
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$6.45M
3
+$5.3M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$5.04M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$4.18M

Top Sells

1
+$8.23M
2
+$7.98M
3
+$5.03M
4
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$4.37M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.85M

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
1351
$7K ﹤0.01%
625
-1,343
1352
$7K ﹤0.01%
600
1353
$7K ﹤0.01%
536
+204
1354
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1,900
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922
1361
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330
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116
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575
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246
-167
1365
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301
+63
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204
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1371
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373
-348
1372
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202
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1373
$7K ﹤0.01%
840
1374
$7K ﹤0.01%
208
+125
1375
$7K ﹤0.01%
87
53 54
55
56 57