FHA
First Horizon Advisors Portfolio holdings
AUM
$3.85B
1-Year Return
17%
This Quarter Return
+4.44%
1 Year Return
+17%
3 Year Return
+55.25%
5 Year Return
+94.85%
10 Year Return
+179.66%
AUM
$691M
AUM Growth
-$22.2M
(-3.1%)
Cap. Flow
-$43.4M
Cap. Flow
% of AUM
-6.28%
Top 10 Holdings %
Top 10 Hldgs %
18.01%
Holding
1,723
New
226
Increased
646
Reduced
291
Closed
108
Top Buys
| 1 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
+$12.3M |
| 2 |
First Trust S&P REIT Index Fund
FRI
|
+$12.1M |
| 3 |
First Trust Energy AlphaDEX Fund
FXN
|
+$8.54M |
| 4 |
First Trust Large Cap Growth AlphaDEX Fund
FTC
|
+$8.48M |
| 5 |
First Trust Health Care AlphaDEX Fund
FXH
|
+$8.18M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$47.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$47.2M |
| 3 |
ProShares Ultra Russell2000
UWM
|
+$25.5M |
| 4 |
ProShares Ultra S&P500
SSO
|
+$25.4M |
| 5 |
Coca-Cola
KO
|
+$5.26M |
Sector Composition
| 1 | Healthcare | 10.99% |
| 2 | Technology | 8.66% |
| 3 | Financials | 8.58% |
| 4 | Consumer Staples | 8.14% |
| 5 | Energy | 7.91% |
