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
1626
$4K ﹤0.01%
+77
1627
$4K ﹤0.01%
+89
1628
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400
1629
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190
-232
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363
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+19
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250
-931
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48
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1634
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88
1635
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120
-169
1636
$4K ﹤0.01%
1,143
1637
$4K ﹤0.01%
11
1638
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202
1639
$4K ﹤0.01%
24
1640
$4K ﹤0.01%
43
1641
$4K ﹤0.01%
250
1642
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1643
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178
+9
1644
$4K ﹤0.01%
+94
1645
$4K ﹤0.01%
33
1646
$4K ﹤0.01%
171
1647
$4K ﹤0.01%
39
-22
1648
$4K ﹤0.01%
78
1649
$4K ﹤0.01%
35
-16
1650
$4K ﹤0.01%
146
-2,616
64 65
66
67 68