FFA

Farther Finance Advisors Portfolio holdings

AUM $6.62B
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.67B
AUM Growth
+$602M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,206
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$20.2M
3
+$18.8M
4
AAPL icon
Apple
AAPL
+$17.4M
5
MSFT icon
Microsoft
MSFT
+$14.8M

Top Sells

1
+$6.55M
2
+$4.29M
3
+$2.09M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.64M
5
NEE icon
NextEra Energy
NEE
+$1.61M

Sector Composition

1 Technology 13.17%
2 Financials 4.66%
3 Consumer Discretionary 3.53%
4 Healthcare 3.52%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.77M 0.07%
61,105
+6,262
227
$1.74M 0.07%
20,092
-4,256
228
$1.73M 0.06%
15,295
-1,581
229
$1.72M 0.06%
55,909
+20,376
230
$1.67M 0.06%
95,092
+3,768
231
$1.66M 0.06%
8,025
+1,279
232
$1.65M 0.06%
16,275
-270
233
$1.64M 0.06%
6,691
-1
234
$1.62M 0.06%
18,503
+9,622
235
$1.62M 0.06%
11,912
-412
236
$1.6M 0.06%
5,905
+1,730
237
$1.58M 0.06%
83,445
-3
238
$1.56M 0.06%
28,318
+21,789
239
$1.56M 0.06%
16,289
-698
240
$1.56M 0.06%
3,141
+445
241
$1.56M 0.06%
11,375
+6,392
242
$1.54M 0.06%
13,771
+5,170
243
$1.54M 0.06%
43,620
+5,368
244
$1.54M 0.06%
11,758
+393
245
$1.53M 0.06%
31,613
+10,482
246
$1.52M 0.06%
9,342
-372
247
$1.52M 0.06%
13,200
+2,717
248
$1.52M 0.06%
+32,543
249
$1.52M 0.06%
71,298
+15,526
250
$1.51M 0.06%
1,456
+79
8 9
10
11 12