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 7.79%
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
751
$22K ﹤0.01%
805
-404
752
$22K ﹤0.01%
874
-79
753
$22K ﹤0.01%
270
754
$22K ﹤0.01%
2,650
755
$22K ﹤0.01%
508
+15
756
$22K ﹤0.01%
218
-15
757
$22K ﹤0.01%
659
+566
758
$22K ﹤0.01%
1,666
759
$22K ﹤0.01%
178
760
$22K ﹤0.01%
302
761
$22K ﹤0.01%
1,030
-25
762
$22K ﹤0.01%
261
+43
763
$22K ﹤0.01%
407
764
$22K ﹤0.01%
356
-754
765
$22K ﹤0.01%
+238
766
$22K ﹤0.01%
780
767
$22K ﹤0.01%
1,005
-75
768
$21K ﹤0.01%
1,845
+1,789
769
$21K ﹤0.01%
296
770
$21K ﹤0.01%
354
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771
$21K ﹤0.01%
679
+626
772
$21K ﹤0.01%
584
-64
773
$21K ﹤0.01%
+2,786
774
$21K ﹤0.01%
1,200
775
$21K ﹤0.01%
+205
29 30
31
32 33