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
$957M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,647
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$5.58M
3
+$5.55M
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$4.99M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$4.91M

Top Sells

1
+$3.79M
2
+$2.5M
3
+$2.14M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$1.79M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.62M

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
1401
$3K ﹤0.01%
300
1402
$3K ﹤0.01%
40
-10
1403
$3K ﹤0.01%
400
1404
$3K ﹤0.01%
37
1405
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50
1406
$3K ﹤0.01%
37
1407
$3K ﹤0.01%
82
1408
$3K ﹤0.01%
28
1409
$3K ﹤0.01%
186
1410
$3K ﹤0.01%
41
1411
$3K ﹤0.01%
77
1412
$3K ﹤0.01%
+55
1413
$3K ﹤0.01%
40
-20
1414
$3K ﹤0.01%
+100
1415
$3K ﹤0.01%
38
1416
$3K ﹤0.01%
70
1417
$3K ﹤0.01%
70
-25
1418
$3K ﹤0.01%
200
1419
$3K ﹤0.01%
65
-100
1420
$3K ﹤0.01%
73
1421
$3K ﹤0.01%
23
1422
$3K ﹤0.01%
48
1423
$3K ﹤0.01%
71
1424
$3K ﹤0.01%
125
-1,917
1425
$3K ﹤0.01%
167
55 56
57
58 59