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
$1.99B
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,797
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$11.3M
3
+$7.77M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$6.79M
5
FNY icon
First Trust Mid Cap Growth AlphaDEX Fund
FNY
+$6.14M

Top Sells

1
+$14.3M
2
+$8.63M
3
+$8.13M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$7.37M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$6.69M

Sector Composition

1 Technology 8.23%
2 Healthcare 5.01%
3 Consumer Discretionary 4.41%
4 Industrials 4.12%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$6K ﹤0.01%
1,000
-600
1477
$6K ﹤0.01%
286
1478
$6K ﹤0.01%
100
1479
$6K ﹤0.01%
70
1480
$6K ﹤0.01%
108
+1
1481
$6K ﹤0.01%
83
1482
$6K ﹤0.01%
152
1483
$6K ﹤0.01%
509
1484
$6K ﹤0.01%
65
1485
$6K ﹤0.01%
2,101
-3,060
1486
$6K ﹤0.01%
+111
1487
$6K ﹤0.01%
36
1488
$6K ﹤0.01%
34
1489
$6K ﹤0.01%
24
1490
$6K ﹤0.01%
104
-200
1491
$6K ﹤0.01%
260
1492
$6K ﹤0.01%
108
1493
$6K ﹤0.01%
110
-219
1494
$6K ﹤0.01%
295
1495
$6K ﹤0.01%
250
1496
$6K ﹤0.01%
70
1497
$6K ﹤0.01%
16
1498
$6K ﹤0.01%
301
1499
$6K ﹤0.01%
+50
1500
$6K ﹤0.01%
198
-11
58 59
60
61 62