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

Top Buys

1
+$16.6M
2
+$7.89M
3
+$5.9M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$5.55M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$4.59M

Top Sells

1
+$8.89M
2
+$8.23M
3
+$7.13M
4
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$5.71M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

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
1426
$5K ﹤0.01%
500
+100
1427
$5K ﹤0.01%
125
1428
$5K ﹤0.01%
100
1429
$5K ﹤0.01%
2,400
+1,000
1430
$5K ﹤0.01%
400
1431
$5K ﹤0.01%
280
1432
$5K ﹤0.01%
255
1433
$5K ﹤0.01%
215
1434
$5K ﹤0.01%
4,197
+1,200
1435
$5K ﹤0.01%
+105
1436
$5K ﹤0.01%
183
1437
$5K ﹤0.01%
280
1438
$5K ﹤0.01%
701
+58
1439
$5K ﹤0.01%
29
-4
1440
$5K ﹤0.01%
91
1441
$5K ﹤0.01%
215
1442
$5K ﹤0.01%
935
1443
$5K ﹤0.01%
50
1444
$5K ﹤0.01%
500
1445
$5K ﹤0.01%
90
1446
$5K ﹤0.01%
183
1447
$5K ﹤0.01%
+1,300
1448
$5K ﹤0.01%
143
-491
1449
$5K ﹤0.01%
100
1450
$5K ﹤0.01%
322
+72
56 57
58
59 60