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
1376
$4K ﹤0.01%
20
-15
1377
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+500
1378
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280
1379
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1380
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64
1381
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1383
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101
-146
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286
+2
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425
1386
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100
1387
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1388
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+242
1389
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100
1390
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100
1391
$3K ﹤0.01%
175
1392
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27
1393
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85
1394
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+100
1395
$3K ﹤0.01%
48
1396
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71
1397
$3K ﹤0.01%
125
-1,917
1398
$3K ﹤0.01%
40
-20
1399
$3K ﹤0.01%
90
1400
$3K ﹤0.01%
305
54 55
56
57 58