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
926
$12K ﹤0.01%
550
-109
927
$12K ﹤0.01%
990
928
$12K ﹤0.01%
1,279
-218
929
$12K ﹤0.01%
333
+224
930
$12K ﹤0.01%
+216
931
$12K ﹤0.01%
508
+343
932
$12K ﹤0.01%
+193
933
$12K ﹤0.01%
838
+104
934
$12K ﹤0.01%
345
-130
935
$12K ﹤0.01%
568
936
$12K ﹤0.01%
+420
937
$12K ﹤0.01%
+598
938
$12K ﹤0.01%
356
939
$11K ﹤0.01%
+741
940
$11K ﹤0.01%
192
941
$11K ﹤0.01%
151
-10
942
$11K ﹤0.01%
753
+122
943
$11K ﹤0.01%
350
-126
944
$11K ﹤0.01%
322
+81
945
$11K ﹤0.01%
428
+70
946
$11K ﹤0.01%
300
947
$11K ﹤0.01%
+353
948
$11K ﹤0.01%
426
-6,353
949
$11K ﹤0.01%
195
950
$11K ﹤0.01%
382
+182
36 37
38
39 40