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
201
$1.38M 0.11%
5,173
+66
202
$1.37M 0.11%
25,527
-8
203
$1.37M 0.11%
19,349
+1,902
204
$1.36M 0.11%
312,840
-9,000
205
$1.35M 0.11%
26,872
+173
206
$1.35M 0.11%
27,875
+4,191
207
$1.35M 0.11%
14,433
-1,329
208
$1.34M 0.1%
23,925
+948
209
$1.32M 0.1%
47,832
+7,479
210
$1.32M 0.1%
7,897
+153
211
$1.32M 0.1%
29,226
+11,169
212
$1.31M 0.1%
13,675
+1,487
213
$1.26M 0.1%
4,250
-1,804
214
$1.25M 0.1%
7,901
+882
215
$1.23M 0.1%
50,909
-622
216
$1.22M 0.1%
5,776
+334
217
$1.22M 0.1%
12,370
+238
218
$1.19M 0.09%
53,018
+1,931
219
$1.19M 0.09%
16,682
-5,891
220
$1.17M 0.09%
5,654
+933
221
$1.17M 0.09%
4,349
+48
222
$1.17M 0.09%
7,152
-250
223
$1.16M 0.09%
55,018
+19,306
224
$1.16M 0.09%
7,170
-34
225
$1.15M 0.09%
10,023
+5,235
7 8
9
10 11