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
401
$105K 0.01%
449
+252
402
$105K 0.01%
10,000
-5,000
403
$105K 0.01%
5,505
+260
404
$104K 0.01%
4,508
+2,543
405
$104K 0.01%
4,632
-510
406
$104K 0.01%
1,399
+105
407
$104K 0.01%
931
-13
408
$104K 0.01%
1,409
+757
409
$103K 0.01%
2,644
+907
410
$102K 0.01%
3,966
+467
411
$102K 0.01%
+6,102
412
$102K 0.01%
3,488
+725
413
$101K 0.01%
1,249
-487
414
$101K 0.01%
2,185
-103,033
415
$101K 0.01%
5,655
-345
416
$100K 0.01%
3,532
+159
417
$100K 0.01%
+7,258
418
$100K 0.01%
582
419
$99K 0.01%
1,000
420
$99K 0.01%
2,038
+166
421
$98K 0.01%
6,330
-940
422
$98K 0.01%
1,440
423
$98K 0.01%
3,915
-30
424
$94K 0.01%
+3,120
425
$94K 0.01%
689
+460
15 16
17
18 19