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
$3.02B
AUM Growth
+$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,532
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$6.53M
3
+$5.81M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$5.49M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$5.13M

Top Sells

1
+$7.72M
2
+$4.44M
3
+$3.26M
4
DVY icon
iShares Select Dividend ETF
DVY
+$3.22M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$3.13M

Sector Composition

1 Technology 15.27%
2 Financials 8.24%
3 Healthcare 8.23%
4 Consumer Staples 5.69%
5 Industrials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1.22K ﹤0.01%
+26
2002
$1.19K ﹤0.01%
56
2003
$1.18K ﹤0.01%
24
2004
$1.17K ﹤0.01%
29
+17
2005
$1.17K ﹤0.01%
21
2006
$1.17K ﹤0.01%
66
2007
$1.16K ﹤0.01%
50
2008
$1.15K ﹤0.01%
20
-38
2009
$1.14K ﹤0.01%
54
2010
$1.14K ﹤0.01%
12
2011
$1.12K ﹤0.01%
103
2012
$1.12K ﹤0.01%
+14
2013
$1.12K ﹤0.01%
+17
2014
$1.11K ﹤0.01%
38
+1
2015
$1.1K ﹤0.01%
21
2016
$1.1K ﹤0.01%
+15
2017
$1.09K ﹤0.01%
111
2018
$1.08K ﹤0.01%
80
2019
$1.08K ﹤0.01%
121
2020
$1.08K ﹤0.01%
76
2021
$1.08K ﹤0.01%
53
2022
$1.08K ﹤0.01%
22
2023
$1.07K ﹤0.01%
80
+2
2024
$1.07K ﹤0.01%
192
2025
$1.07K ﹤0.01%
35
-76
79 80
81
82 83