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
676
$29K ﹤0.01%
400
-113
677
$29K ﹤0.01%
1,326
+72
678
$29K ﹤0.01%
398
-219
679
$29K ﹤0.01%
1,002
-23
680
$29K ﹤0.01%
493
+273
681
$29K ﹤0.01%
1,892
+512
682
$29K ﹤0.01%
639
+179
683
$28K ﹤0.01%
+4,962
684
$28K ﹤0.01%
381
+46
685
$28K ﹤0.01%
172
-3
686
$28K ﹤0.01%
243
-41
687
$28K ﹤0.01%
917
+150
688
$28K ﹤0.01%
673
-22
689
$28K ﹤0.01%
1,037
690
$28K ﹤0.01%
636
+55
691
$28K ﹤0.01%
1,067
+334
692
$28K ﹤0.01%
+1,087
693
$28K ﹤0.01%
664
+304
694
$28K ﹤0.01%
950
+119
695
$27K ﹤0.01%
1,500
-1,801
696
$27K ﹤0.01%
171
-36
697
$27K ﹤0.01%
744
-33
698
$27K ﹤0.01%
984
699
$27K ﹤0.01%
775
+226
700
$27K ﹤0.01%
952
+523
26 27
28
29 30