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
1626
$2K ﹤0.01%
106
+4
1627
$2K ﹤0.01%
37
-45
1628
$2K ﹤0.01%
59
1629
$2K ﹤0.01%
100
-268
1630
$2K ﹤0.01%
250
1631
$2K ﹤0.01%
1,250
1632
$2K ﹤0.01%
23
1633
$2K ﹤0.01%
53
1634
$2K ﹤0.01%
16
1635
$2K ﹤0.01%
250
1636
$1K ﹤0.01%
50
1637
$1K ﹤0.01%
145
-1,000
1638
$1K ﹤0.01%
6
1639
$1K ﹤0.01%
200
-100
1640
$1K ﹤0.01%
25
1641
$1K ﹤0.01%
400
1642
$1K ﹤0.01%
9
1643
$1K ﹤0.01%
153
1644
$1K ﹤0.01%
100
-100
1645
$1K ﹤0.01%
199
1646
$1K ﹤0.01%
34
-217
1647
$1K ﹤0.01%
62
1648
$1K ﹤0.01%
80
-2,590
1649
$1K ﹤0.01%
25
1650
$1K ﹤0.01%
40
64 65
66
67 68