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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
1676
$1K ﹤0.01%
40
1677
$1K ﹤0.01%
42
-112
1678
$1K ﹤0.01%
40
1679
$1K ﹤0.01%
+17
1680
$1K ﹤0.01%
80
-120
1681
$1K ﹤0.01%
32
-80
1682
$1K ﹤0.01%
25
1683
$1K ﹤0.01%
86
+1
1684
$1K ﹤0.01%
57
1685
$1K ﹤0.01%
88
1686
$1K ﹤0.01%
143
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1687
$1K ﹤0.01%
19
1688
$1K ﹤0.01%
+1,000
1689
$1K ﹤0.01%
101
1690
$1K ﹤0.01%
100
-215
1691
$1K ﹤0.01%
1,000
1692
$1K ﹤0.01%
7
1693
$1K ﹤0.01%
250
1694
$1K ﹤0.01%
800
+400
1695
$1K ﹤0.01%
625
-40
1696
– –
-43
1697
– –
-2,335
1698
– –
-175
1699
– –
-300
1700
– –
-1,505
66 67
68
69 70