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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
1726
– –
-100
1727
– –
-1,357
1728
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-100
1729
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-100
1730
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-654
1731
$0 ﹤0.01%
20
1732
– –
-4,557
1733
– –
-87
1734
– –
-3,078
1735
$0 ﹤0.01%
50
1736
– –
-89,064
1737
– –
-18
1738
$0 ﹤0.01%
+128
1739
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-60
1740
– –
-500
1741
$0 ﹤0.01%
1,400
1742
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-400
1743
$0 ﹤0.01%
10
1744
– –
-810
1745
– –
-1,200
1746
– –
-300
1747
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1748
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-650
1749
– –
-6,000
1750
– –
-1,828
68 69
70
71 72