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
126
$1.53M 0.17%
15,222
+2,426
127
$1.52M 0.17%
16,097
+13,998
128
$1.48M 0.17%
12,855
+864
129
$1.48M 0.16%
32,328
+25,248
130
$1.43M 0.16%
19,655
-1,648
131
$1.41M 0.16%
34,448
+18,048
132
$1.4M 0.16%
7,918
-30
133
$1.4M 0.16%
17,464
+16,042
134
$1.38M 0.15%
41,830
+35,666
135
$1.36M 0.15%
27,051
+4,216
136
$1.35M 0.15%
28,589
+28,566
137
$1.35M 0.15%
16,093
-970
138
$1.33M 0.15%
42,547
+7,133
139
$1.28M 0.14%
31,585
+2,929
140
$1.25M 0.14%
+70,742
141
$1.25M 0.14%
+79,794
142
$1.24M 0.14%
9,469
-125
143
$1.24M 0.14%
+22,026
144
$1.23M 0.14%
10,954
+9,484
145
$1.23M 0.14%
+50,393
146
$1.22M 0.14%
+26,063
147
$1.22M 0.14%
41,288
+2,032
148
$1.19M 0.13%
7,320
+440
149
$1.18M 0.13%
18,970
+2,379
150
$1.16M 0.13%
+26,644
4 5
6
7 8