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
901
$15K ﹤0.01%
2,534
902
$15K ﹤0.01%
1,678
-42
903
$15K ﹤0.01%
2,169
+314
904
$15K ﹤0.01%
239
905
$15K ﹤0.01%
271
906
$15K ﹤0.01%
770
-5
907
$15K ﹤0.01%
631
908
$15K ﹤0.01%
181
-51
909
$15K ﹤0.01%
230
-229
910
$15K ﹤0.01%
533
+28
911
$15K ﹤0.01%
285
-5
912
$15K ﹤0.01%
668
913
$15K ﹤0.01%
588
914
$14K ﹤0.01%
1,065
+720
915
$14K ﹤0.01%
1,076
916
$14K ﹤0.01%
172
-2
917
$14K ﹤0.01%
133
918
$14K ﹤0.01%
36
919
$14K ﹤0.01%
1,388
+52
920
$14K ﹤0.01%
215
921
$14K ﹤0.01%
225
-142
922
$14K ﹤0.01%
206
923
$14K ﹤0.01%
713
-1,265
924
$14K ﹤0.01%
274
-37
925
$14K ﹤0.01%
1,324
35 36
37
38 39