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
$1.99B
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,797
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$11.3M
3
+$7.77M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.79M
5
FNY icon
First Trust Mid Cap Growth AlphaDEX Fund
FNY
+$6.14M

Top Sells

1
+$14.3M
2
+$8.63M
3
+$8.13M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$7.37M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$6.69M

Sector Composition

1 Technology 8.23%
2 Healthcare 5.01%
3 Consumer Discretionary 4.41%
4 Industrials 4.12%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$11K ﹤0.01%
+100
1352
$11K ﹤0.01%
138
-429
1353
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+500
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48
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599
+17
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734
1358
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+200
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320
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424
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388
+4
1362
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500
1363
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255
1364
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+400
1365
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675
1366
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+1,000
1367
$10K ﹤0.01%
549
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66
-1
1369
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700
1370
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337
1371
$10K ﹤0.01%
92
1372
$10K ﹤0.01%
+154
1373
$10K ﹤0.01%
404
+2
1374
$10K ﹤0.01%
341
1375
$10K ﹤0.01%
7
53 54
55
56 57