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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
1876
– –
-255
1877
– –
-24
1878
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-2,337
1879
– –
-502
1880
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1881
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-90
1882
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1883
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-150
1884
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1885
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1886
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1887
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1888
– –
-18
1889
$0 ﹤0.01%
14
1890
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0
1891
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0
1892
– –
-65
1893
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-166,505
1894
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-453
1895
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-2,899
1896
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-57,896
1897
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-135
1898
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-114,907
1899
– –
-115
1900
– –
-217
74 75
76
77 78