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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
1826
– –
-38
1827
– –
-325
1828
– –
-400
1829
– –
-415
1830
– –
-85
1831
– –
-521
1832
– –
-250
1833
– –
-25
1834
– –
-40
1835
– –
-54,086
1836
– –
-1,000
1837
– –
-157
1838
– –
-600
1839
– –
-460
1840
– –
-101
1841
– –
-194
1842
$0 ﹤0.01%
2
1843
– –
-600
1844
– –
-349
1845
– –
-37
1846
– –
-2,300
1847
– –
-104
1848
– –
-300
1849
– –
-17,114
1850
$0 ﹤0.01%
5
72 73
74
75 76