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
$1.28B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,049
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$7.3M
3
+$6.41M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.69M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$5.51M

Top Sells

1
+$6.4M
2
+$5.75M
3
+$4.63M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$4.58M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$4.4M

Sector Composition

1 Technology 6.89%
2 Healthcare 5.73%
3 Industrials 5.66%
4 Financials 4.76%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$6K ﹤0.01%
200
1552
$6K ﹤0.01%
246
-865
1553
$6K ﹤0.01%
33
1554
$6K ﹤0.01%
1,600
1555
$6K ﹤0.01%
935
1556
$6K ﹤0.01%
34
-83
1557
$6K ﹤0.01%
100
1558
$6K ﹤0.01%
+2,000
1559
$5K ﹤0.01%
40
1560
$5K ﹤0.01%
103
1561
$5K ﹤0.01%
168
1562
$5K ﹤0.01%
445
1563
$5K ﹤0.01%
100
1564
$5K ﹤0.01%
90
1565
$5K ﹤0.01%
127
+1
1566
$5K ﹤0.01%
135
1567
$5K ﹤0.01%
230
1568
$5K ﹤0.01%
+134
1569
$5K ﹤0.01%
100
1570
$5K ﹤0.01%
80
1571
$5K ﹤0.01%
1,000
1572
$5K ﹤0.01%
60
1573
$5K ﹤0.01%
212
1574
$5K ﹤0.01%
160
1575
$5K ﹤0.01%
238
-81
61 62
63
64 65