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
901
$13K ﹤0.01%
600
902
$13K ﹤0.01%
158
+13
903
$13K ﹤0.01%
1,005
904
$13K ﹤0.01%
1,331
905
$13K ﹤0.01%
460
906
$13K ﹤0.01%
250
907
$13K ﹤0.01%
1,151
+64
908
$13K ﹤0.01%
485
909
$13K ﹤0.01%
+273
910
$13K ﹤0.01%
218
-15
911
$13K ﹤0.01%
+1,042
912
$13K ﹤0.01%
+200
913
$13K ﹤0.01%
36
914
$13K ﹤0.01%
+520
915
$13K ﹤0.01%
241
-10
916
$13K ﹤0.01%
281
917
$13K ﹤0.01%
2,248
+456
918
$13K ﹤0.01%
150
919
$13K ﹤0.01%
302
+91
920
$13K ﹤0.01%
268
-48
921
$13K ﹤0.01%
290
-15
922
$12K ﹤0.01%
640
923
$12K ﹤0.01%
332
+98
924
$12K ﹤0.01%
145
925
$12K ﹤0.01%
185
35 36
37
38 39