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
1601
$5K ﹤0.01%
+200
1602
$5K ﹤0.01%
80
1603
$5K ﹤0.01%
215
1604
$5K ﹤0.01%
90
-81
1605
$4K ﹤0.01%
100
1606
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1607
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1608
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1609
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31
-10
1610
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200
-600
1611
$4K ﹤0.01%
50
1612
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1613
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100
1614
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119
1615
$4K ﹤0.01%
+295
1616
$4K ﹤0.01%
+45
1617
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24
1618
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1619
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1620
$4K ﹤0.01%
156
-125
1621
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129
1622
$4K ﹤0.01%
30
-11
1623
$4K ﹤0.01%
+37
1624
$4K ﹤0.01%
17
1625
$4K ﹤0.01%
182
63 64
65
66 67