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
1376
$7K ﹤0.01%
1,000
1377
$7K ﹤0.01%
1,060
-547
1378
$7K ﹤0.01%
550
1379
$7K ﹤0.01%
107
+63
1380
$7K ﹤0.01%
255
-58
1381
$7K ﹤0.01%
174
-284
1382
$7K ﹤0.01%
460
+4
1383
$7K ﹤0.01%
246
-3,005
1384
$7K ﹤0.01%
600
-1,217
1385
$7K ﹤0.01%
+200
1386
$6K ﹤0.01%
660
1387
$6K ﹤0.01%
1,500
-200
1388
$6K ﹤0.01%
314
+3
1389
$6K ﹤0.01%
100
1390
$6K ﹤0.01%
180
1391
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214
1392
$6K ﹤0.01%
109
1393
$6K ﹤0.01%
385
-242
1394
$6K ﹤0.01%
288
1395
$6K ﹤0.01%
660
-1,618
1396
$6K ﹤0.01%
250
1397
$6K ﹤0.01%
76
-400
1398
$6K ﹤0.01%
825
-1,743
1399
$6K ﹤0.01%
436
1400
$6K ﹤0.01%
28
54 55
56
57 58