FHA
First Horizon Advisors Portfolio holdings
AUM
$3.85B
1-Year Return
17%
This Quarter Return
-0.74%
1 Year Return
+17%
3 Year Return
+55.25%
5 Year Return
+94.85%
10 Year Return
+179.66%
AUM
$689M
AUM Growth
-$1.71M
(-0.25%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
1.6%
Top 10 Holdings %
Top 10 Hldgs %
13.8%
Holding
1,669
New
111
Increased
448
Reduced
494
Closed
189
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$14.5M |
| 2 |
First Trust Technology AlphaDEX Fund
FXL
|
+$6.74M |
| 3 |
First Trust Large Cap Growth AlphaDEX Fund
FTC
|
+$6.73M |
| 4 |
First Trust Consumer Discretionary AlphaDEX Fund
FXD
|
+$6.7M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$4.64M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$8.45M |
| 2 |
First Trust Consumer Staples AlphaDEX Fund
FXG
|
+$7.59M |
| 3 |
First Trust Value Line Dividend Fund
FVD
|
+$7.31M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$6.52M |
| 5 |
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% |
