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
126
$1.88M 0.2%
+62,108
127
$1.85M 0.19%
12,986
+8,475
128
$1.85M 0.19%
42,172
+32,965
129
$1.84M 0.19%
18,573
-392
130
$1.8M 0.19%
91,170
+3,710
131
$1.78M 0.19%
22,021
+1,421
132
$1.75M 0.18%
15,071
+877
133
$1.73M 0.18%
10,257
+573
134
$1.66M 0.17%
10,933
-395
135
$1.64M 0.17%
13,205
-95
136
$1.64M 0.17%
30,532
+723
137
$1.63M 0.17%
11,252
-58
138
$1.6M 0.17%
15,861
-471
139
$1.6M 0.17%
44,148
+925
140
$1.6M 0.17%
10,482
+292
141
$1.6M 0.17%
6,765
+531
142
$1.57M 0.16%
22,513
+1,233
143
$1.56M 0.16%
39,770
-655
144
$1.56M 0.16%
40,435
+1,708
145
$1.51M 0.16%
21,676
+47
146
$1.51M 0.16%
12,509
+1,378
147
$1.5M 0.16%
4,684
+553
148
$1.5M 0.16%
7,192
+989
149
$1.5M 0.16%
9,763
+456
150
$1.5M 0.16%
101,070
+2,757
4 5
6
7 8