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
+$6.64M
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
1476
$2K ﹤0.01%
60
-400
1477
$2K ﹤0.01%
+58
1478
$2K ﹤0.01%
+100
1479
$2K ﹤0.01%
23
1480
$2K ﹤0.01%
150
1481
$2K ﹤0.01%
288
1482
$2K ﹤0.01%
73
+28
1483
$2K ﹤0.01%
50
1484
$2K ﹤0.01%
20
1485
$2K ﹤0.01%
+100
1486
$2K ﹤0.01%
+500
1487
$2K ﹤0.01%
40
1488
$1K ﹤0.01%
15
1489
$1K ﹤0.01%
30
-45
1490
$1K ﹤0.01%
1,284
-1,716
1491
$1K ﹤0.01%
24
1492
$1K ﹤0.01%
+16
1493
$1K ﹤0.01%
338
1494
$1K ﹤0.01%
39
1495
$1K ﹤0.01%
100
1496
$1K ﹤0.01%
20
-80
1497
$1K ﹤0.01%
150
1498
$1K ﹤0.01%
+40
1499
$1K ﹤0.01%
150
1500
$1K ﹤0.01%
+25
58 59
60
61 62