FHA

First Horizon Advisors Portfolio holdings

AUM $3.85B
1-Year Est. Return 17%
This Quarter Est. Return
1 Year Est. Return
+17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$898M
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,555
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$21.9M
3
+$19.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.6M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$13.7M

Top Sells

1
+$10.1M
2
+$4.76M
3
+$4.6M
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$4.38M
5
FXD icon
First Trust Consumer Discretionary AlphaDEX Fund
FXD
+$4.35M

Sector Composition

1 Healthcare 9.04%
2 Technology 7.8%
3 Financials 7.47%
4 Consumer Staples 5.73%
5 Industrials 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$160K 0.02%
3,875
+1,326
352
$159K 0.02%
1,932
-583
353
$158K 0.02%
5,938
+1,012
354
$158K 0.02%
1,701
+804
355
$158K 0.02%
2,972
-2,678
356
$151K 0.02%
3,245
+817
357
$149K 0.02%
14,920
358
$149K 0.02%
2,589
+416
359
$148K 0.02%
117
-17
360
$147K 0.02%
2,738
-784
361
$146K 0.02%
9,575
+225
362
$144K 0.02%
3,084
+1,557
363
$144K 0.02%
2,770
364
$144K 0.02%
1,287
365
$141K 0.02%
3,692
366
$141K 0.02%
940
+422
367
$141K 0.02%
1,675
+822
368
$141K 0.02%
4,252
-341
369
$141K 0.02%
6,650
370
$140K 0.02%
+8,206
371
$137K 0.02%
1,333
+1,141
372
$134K 0.01%
+5,007
373
$133K 0.01%
3,375
+69
374
$131K 0.01%
1,054
-16
375
$131K 0.01%
1,445
+31
13 14
15
16 17