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
151
$2.17M 0.17%
8,814
+460
152
$2.17M 0.17%
34,281
+2,186
153
$2.17M 0.17%
19,689
+449
154
$2.16M 0.17%
9,739
+468
155
$2.16M 0.17%
37,973
+9,179
156
$2.15M 0.17%
11,745
+693
157
$2.14M 0.17%
83,570
+11,083
158
$2.14M 0.17%
17,171
-437
159
$2.1M 0.16%
26,856
+3,064
160
$2.09M 0.16%
135,112
+106,860
161
$2.08M 0.16%
21,862
+2,466
162
$2.08M 0.16%
78,024
-243
163
$2.07M 0.16%
37,463
-2,348
164
$2.07M 0.16%
34,492
-5,900
165
$2.07M 0.16%
27,119
-3,874
166
$2.04M 0.16%
16,484
-36,969
167
$2.01M 0.16%
58,849
-890
168
$1.95M 0.15%
17,213
-1,126
169
$1.94M 0.15%
28,962
+5,272
170
$1.92M 0.15%
34,491
-565
171
$1.88M 0.15%
36,159
+3,997
172
$1.84M 0.14%
33,822
-2,351
173
$1.84M 0.14%
12,393
+5,011
174
$1.83M 0.14%
9,510
+514
175
$1.82M 0.14%
10,132
+2,943
5 6
7
8 9