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
$689M
AUM Growth
-$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,669
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$6.74M
3
+$6.73M
4
FXD icon
First Trust Consumer Discretionary AlphaDEX Fund
FXD
+$6.7M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.64M

Top Sells

1
+$8.45M
2
+$7.59M
3
+$7.31M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.52M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$6.37M

Sector Composition

1 Healthcare 12.18%
2 Financials 10.1%
3 Technology 9.47%
4 Consumer Staples 6.52%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$29K ﹤0.01%
904
-133
702
$29K ﹤0.01%
304
+20
703
$29K ﹤0.01%
982
+50
704
$29K ﹤0.01%
65
-17
705
$29K ﹤0.01%
1,063
-206
706
$29K ﹤0.01%
57
-41
707
$29K ﹤0.01%
986
-160
708
$29K ﹤0.01%
890
+426
709
$29K ﹤0.01%
805
710
$29K ﹤0.01%
1,500
711
$29K ﹤0.01%
486
-144
712
$29K ﹤0.01%
+649
713
$28K ﹤0.01%
261
+198
714
$28K ﹤0.01%
548
715
$28K ﹤0.01%
2,735
+737
716
$28K ﹤0.01%
321
+26
717
$28K ﹤0.01%
309
718
$28K ﹤0.01%
514
+14
719
$28K ﹤0.01%
1,195
720
$28K ﹤0.01%
355
-28
721
$28K ﹤0.01%
188
722
$28K ﹤0.01%
412
+110
723
$28K ﹤0.01%
+179
724
$27K ﹤0.01%
+105
725
$27K ﹤0.01%
679
-50
27 28
29
30 31