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
976
$10K ﹤0.01%
389
+20
977
$10K ﹤0.01%
261
-35
978
$10K ﹤0.01%
708
979
$10K ﹤0.01%
578
980
$10K ﹤0.01%
548
+515
981
$10K ﹤0.01%
+243
982
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226
+165
983
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275
-16
984
$10K ﹤0.01%
200
985
$10K ﹤0.01%
833
+560
986
$9K ﹤0.01%
557
-237
987
$9K ﹤0.01%
2,001
+288
988
$9K ﹤0.01%
1,321
+84
989
$9K ﹤0.01%
250
990
$9K ﹤0.01%
373
+156
991
$9K ﹤0.01%
142
-41
992
$9K ﹤0.01%
388
-395
993
$9K ﹤0.01%
511
994
$9K ﹤0.01%
524
+162
995
$9K ﹤0.01%
1,132
+528
996
$9K ﹤0.01%
345
997
$9K ﹤0.01%
+320
998
$9K ﹤0.01%
331
+2
999
$9K ﹤0.01%
694
+101
1000
$9K ﹤0.01%
+150
38 39
40
41 42