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
2526
$6.71K ﹤0.01%
234
+56
2527
$6.71K ﹤0.01%
38
+1
2528
$6.65K ﹤0.01%
272
+4
2529
$6.64K ﹤0.01%
521
-309
2530
$6.64K ﹤0.01%
44
+19
2531
$6.62K ﹤0.01%
799
2532
$6.62K ﹤0.01%
68
+12
2533
$6.61K ﹤0.01%
225
2534
$6.53K ﹤0.01%
99
+79
2535
$6.52K ﹤0.01%
77
2536
$6.48K ﹤0.01%
+135
2537
$6.46K ﹤0.01%
1,324
2538
$6.45K ﹤0.01%
85
+20
2539
$6.44K ﹤0.01%
120
2540
$6.43K ﹤0.01%
500
2541
$6.43K ﹤0.01%
254
-17
2542
$6.43K ﹤0.01%
237
2543
$6.41K ﹤0.01%
486
2544
$6.41K ﹤0.01%
261
+154
2545
$6.4K ﹤0.01%
74
+13
2546
$6.4K ﹤0.01%
52
+2
2547
$6.38K ﹤0.01%
370
-51
2548
$6.36K ﹤0.01%
+1,000
2549
$6.35K ﹤0.01%
82
+3
2550
$6.33K ﹤0.01%
90
+2
100 101
102
103 104