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
876
$15K ﹤0.01%
633
-10
877
$15K ﹤0.01%
434
878
$15K ﹤0.01%
1,070
+363
879
$15K ﹤0.01%
+1,192
880
$15K ﹤0.01%
1,774
+698
881
$15K ﹤0.01%
+367
882
$14K ﹤0.01%
505
-198
883
$14K ﹤0.01%
246
884
$14K ﹤0.01%
450
885
$14K ﹤0.01%
1,516
-2,362
886
$14K ﹤0.01%
198
+40
887
$14K ﹤0.01%
344
-51
888
$14K ﹤0.01%
465
-155
889
$14K ﹤0.01%
650
+375
890
$14K ﹤0.01%
150
891
$14K ﹤0.01%
992
+175
892
$14K ﹤0.01%
333
+235
893
$14K ﹤0.01%
261
894
$14K ﹤0.01%
372
-20
895
$14K ﹤0.01%
786
+153
896
$14K ﹤0.01%
1,745
-189
897
$14K ﹤0.01%
530
-75
898
$13K ﹤0.01%
+882
899
$13K ﹤0.01%
800
+129
900
$13K ﹤0.01%
600
34 35
36
37 38