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
76
$4.37M 0.49%
54,062
+7,748
77
$4.36M 0.49%
68,028
+5,300
78
$4.09M 0.46%
75,714
+4,959
79
$4.03M 0.45%
15,446
+2,572
80
$3.95M 0.44%
36,997
+4,863
81
$3.95M 0.44%
122,271
+121,101
82
$3.93M 0.44%
63,342
+11,418
83
$3.89M 0.43%
134,188
+15,047
84
$3.66M 0.41%
46,991
+6,322
85
$3.66M 0.41%
45,786
-2,243
86
$3.65M 0.41%
48,221
+45,176
87
$3.58M 0.4%
34,426
+31,269
88
$3.5M 0.39%
30,916
+12,120
89
$3.48M 0.39%
132,877
+37,090
90
$3.29M 0.37%
29,151
+5,036
91
$3.27M 0.36%
103,132
+24,242
92
$3.2M 0.36%
41,136
+8,649
93
$3.2M 0.36%
12,188
+98
94
$2.88M 0.32%
56,976
+1,714
95
$2.78M 0.31%
28,495
-11,500
96
$2.77M 0.31%
68,742
+1,955
97
$2.71M 0.3%
18,784
-4,137
98
$2.66M 0.3%
25,367
+1,630
99
$2.6M 0.29%
83,256
+19,163
100
$2.5M 0.28%
84,756
+1,402
2 3
4
5 6