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
776
$21K ﹤0.01%
2,043
+62
777
$21K ﹤0.01%
2,617
+289
778
$21K ﹤0.01%
295
779
$21K ﹤0.01%
941
780
$21K ﹤0.01%
+2,786
781
$20K ﹤0.01%
367
+331
782
$20K ﹤0.01%
1,203
+105
783
$20K ﹤0.01%
638
+506
784
$20K ﹤0.01%
808
+49
785
$20K ﹤0.01%
638
+152
786
$20K ﹤0.01%
+2,651
787
$20K ﹤0.01%
710
+267
788
$20K ﹤0.01%
4,553
+1,174
789
$20K ﹤0.01%
51
790
$20K ﹤0.01%
265
+75
791
$20K ﹤0.01%
+211
792
$19K ﹤0.01%
465
793
$19K ﹤0.01%
214
-129
794
$19K ﹤0.01%
691
-76
795
$19K ﹤0.01%
720
796
$19K ﹤0.01%
975
+30
797
$19K ﹤0.01%
205
+32
798
$19K ﹤0.01%
3,371
+871
799
$19K ﹤0.01%
612
-182
800
$19K ﹤0.01%
268
-65
30 31
32
33 34