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
1701
$3K ﹤0.01%
123
1702
$3K ﹤0.01%
+200
1703
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200
1704
$3K ﹤0.01%
460
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1706
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1707
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50
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1708
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-10
1709
$3K ﹤0.01%
250
-723
1710
$3K ﹤0.01%
415
1711
$3K ﹤0.01%
300
1712
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22
1713
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1714
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122
1715
$3K ﹤0.01%
+342
1716
$3K ﹤0.01%
61
1717
$3K ﹤0.01%
36
-964
1718
$3K ﹤0.01%
250
1719
$3K ﹤0.01%
2,291
1720
$3K ﹤0.01%
+23
1721
$3K ﹤0.01%
10
1722
$3K ﹤0.01%
665
1723
$2K ﹤0.01%
56
1724
$2K ﹤0.01%
25
-40
1725
$2K ﹤0.01%
+37
67 68
69
70 71