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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
+$6.54M
2
+$5.56M
3
+$5.31M
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$4.89M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$4.77M

Top Sells

1
+$3.76M
2
+$2.44M
3
+$2.22M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$1.75M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.6M

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
1501
$1K ﹤0.01%
150
1502
$1K ﹤0.01%
+40
1503
$1K ﹤0.01%
150
1504
$1K ﹤0.01%
+25
1505
$1K ﹤0.01%
100
1506
$1K ﹤0.01%
20
1507
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1508
$1K ﹤0.01%
100
+50
1509
$1K ﹤0.01%
3
1510
$1K ﹤0.01%
40
-225
1511
$1K ﹤0.01%
9
1512
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0
1513
$1K ﹤0.01%
+40
1514
$1K ﹤0.01%
28
1515
$1K ﹤0.01%
22
1516
$1K ﹤0.01%
+60
1517
$1K ﹤0.01%
+37
1518
$1K ﹤0.01%
100
1519
$1K ﹤0.01%
8
-53
1520
$1K ﹤0.01%
37
1521
$1K ﹤0.01%
1
1522
$1K ﹤0.01%
100
1523
$1K ﹤0.01%
25
1524
$1K ﹤0.01%
+40
1525
$1K ﹤0.01%
57
59 60
61
62 63