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
2501
$7.08K ﹤0.01%
+437
2502
$7.08K ﹤0.01%
600
+300
2503
$7.05K ﹤0.01%
50
-2
2504
$7.04K ﹤0.01%
262
-825
2505
$7.02K ﹤0.01%
492
+103
2506
$7K ﹤0.01%
377
+375
2507
$6.97K ﹤0.01%
434
+360
2508
$6.96K ﹤0.01%
1,638
-4,933
2509
$6.96K ﹤0.01%
27
+1
2510
$6.94K ﹤0.01%
307
2511
$6.93K ﹤0.01%
143
-2
2512
$6.93K ﹤0.01%
142
+1
2513
$6.92K ﹤0.01%
146
-4
2514
$6.91K ﹤0.01%
310
-352
2515
$6.9K ﹤0.01%
105
2516
$6.89K ﹤0.01%
152
+25
2517
$6.88K ﹤0.01%
2,406
+1,183
2518
$6.88K ﹤0.01%
162
+60
2519
$6.83K ﹤0.01%
115
+13
2520
$6.82K ﹤0.01%
1,168
2521
$6.81K ﹤0.01%
310
2522
$6.77K ﹤0.01%
1,460
+36
2523
$6.77K ﹤0.01%
247
2524
$6.76K ﹤0.01%
1,030
-71
2525
$6.73K ﹤0.01%
71
+5
99 100
101
102 103