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
$1.17B
AUM Growth
-$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,967
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$7.89M
3
+$5.9M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$5.55M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$4.59M

Top Sells

1
+$8.89M
2
+$8.23M
3
+$7.13M
4
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$5.71M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.76M

Sector Composition

1 Technology 7.85%
2 Healthcare 6.35%
3 Industrials 4.66%
4 Consumer Staples 4.46%
5 Financials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$3K ﹤0.01%
100
1552
$3K ﹤0.01%
35
-13
1553
$3K ﹤0.01%
78
1554
$3K ﹤0.01%
80
1555
$3K ﹤0.01%
70
1556
$3K ﹤0.01%
900
-200
1557
$3K ﹤0.01%
500
1558
$3K ﹤0.01%
5,000
-3,500
1559
$3K ﹤0.01%
279
-226
1560
$3K ﹤0.01%
100
1561
$3K ﹤0.01%
300
1562
$3K ﹤0.01%
200
-403
1563
$3K ﹤0.01%
100
1564
$3K ﹤0.01%
240
-1,260
1565
$3K ﹤0.01%
73
1566
$3K ﹤0.01%
24
+19
1567
$3K ﹤0.01%
400
1568
$3K ﹤0.01%
1,000
-200
1569
$3K ﹤0.01%
23
1570
$3K ﹤0.01%
+129
1571
$3K ﹤0.01%
2,000
1572
$2K ﹤0.01%
19
1573
$2K ﹤0.01%
19
1574
$2K ﹤0.01%
160
1575
$2K ﹤0.01%
25
-58
61 62
63
64 65