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
1151
$4K ﹤0.01%
+34,000
1152
$4K ﹤0.01%
40
1153
$4K ﹤0.01%
430
1154
$4K ﹤0.01%
+66
1155
$4K ﹤0.01%
89
-67
1156
$3K ﹤0.01%
+150
1157
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112
1158
$3K ﹤0.01%
95
1159
$3K ﹤0.01%
65
1160
$3K ﹤0.01%
+336
1161
$3K ﹤0.01%
200
1162
$3K ﹤0.01%
+208
1163
$3K ﹤0.01%
45
-12
1164
$3K ﹤0.01%
211
-149
1165
$3K ﹤0.01%
+201
1166
$3K ﹤0.01%
30
1167
$3K ﹤0.01%
210
1168
$3K ﹤0.01%
+50
1169
$3K ﹤0.01%
+300
1170
$3K ﹤0.01%
200
1171
$3K ﹤0.01%
+235
1172
$3K ﹤0.01%
+60
1173
$3K ﹤0.01%
209
1174
$3K ﹤0.01%
+175
1175
$3K ﹤0.01%
+1,000
45 46
47
48 49