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
651
$32K ﹤0.01%
1,594
+1,414
652
$32K ﹤0.01%
800
-39
653
$32K ﹤0.01%
1,383
+37
654
$32K ﹤0.01%
375
+31
655
$32K ﹤0.01%
958
+275
656
$31K ﹤0.01%
421
-122
657
$31K ﹤0.01%
2,196
+841
658
$31K ﹤0.01%
477
-54
659
$31K ﹤0.01%
671
+138
660
$31K ﹤0.01%
394
+8
661
$31K ﹤0.01%
616
-52
662
$31K ﹤0.01%
783
+15
663
$31K ﹤0.01%
814
+62
664
$31K ﹤0.01%
520
665
$31K ﹤0.01%
981
+285
666
$31K ﹤0.01%
421
-337
667
$30K ﹤0.01%
130
+77
668
$30K ﹤0.01%
946
+921
669
$30K ﹤0.01%
2,600
670
$30K ﹤0.01%
1,194
+150
671
$30K ﹤0.01%
712
-110
672
$30K ﹤0.01%
2,350
-500
673
$30K ﹤0.01%
1,047
-894
674
$30K ﹤0.01%
860
675
$30K ﹤0.01%
680
+2
25 26
27
28 29