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
2026
$1.06K ﹤0.01%
29
2027
$1.06K ﹤0.01%
20
2028
$1.05K ﹤0.01%
19
2029
$1.04K ﹤0.01%
+8
2030
$1.04K ﹤0.01%
55
2031
$1.03K ﹤0.01%
68
2032
$1.03K ﹤0.01%
25
-2,163
2033
$1.02K ﹤0.01%
16
2034
$1.02K ﹤0.01%
+55
2035
$1.01K ﹤0.01%
36
2036
$1K ﹤0.01%
15
2037
$1K ﹤0.01%
+70
2038
$1K ﹤0.01%
16
-30
2039
$985 ﹤0.01%
12
2040
$985 ﹤0.01%
187
2041
$980 ﹤0.01%
+7
2042
$974 ﹤0.01%
83
2043
$956 ﹤0.01%
146
2044
$954 ﹤0.01%
66
2045
$949 ﹤0.01%
30
2046
$944 ﹤0.01%
88
2047
$939 ﹤0.01%
+17
2048
$938 ﹤0.01%
527
2049
$928 ﹤0.01%
198
+163
2050
$926 ﹤0.01%
69
80 81
82
83 84