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
$1.99B
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
1526
$5K ﹤0.01%
1,000
1527
$5K ﹤0.01%
1
1528
$5K ﹤0.01%
1,250
1529
$5K ﹤0.01%
297
1530
$5K ﹤0.01%
128
1531
$5K ﹤0.01%
186
1532
$5K ﹤0.01%
63
1533
$5K ﹤0.01%
+220
1534
$5K ﹤0.01%
375
1535
$5K ﹤0.01%
150
1536
$5K ﹤0.01%
89
+49
1537
$5K ﹤0.01%
47
1538
$5K ﹤0.01%
20
1539
$5K ﹤0.01%
1,000
1540
$5K ﹤0.01%
818
1541
$5K ﹤0.01%
68
+6
1542
$5K ﹤0.01%
80
1543
$5K ﹤0.01%
100
1544
$5K ﹤0.01%
10
+2
1545
$4K ﹤0.01%
48
+20
1546
$4K ﹤0.01%
10
1547
$4K ﹤0.01%
295
1548
$4K ﹤0.01%
140
1549
$4K ﹤0.01%
45
1550
$4K ﹤0.01%
100
60 61
62
63 64