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
2551
$6.32K ﹤0.01%
1,160
+327
2552
$6.32K ﹤0.01%
92
+1
2553
$6.28K ﹤0.01%
99
-88
2554
$6.27K ﹤0.01%
375
2555
$6.26K ﹤0.01%
67
+55
2556
$6.23K ﹤0.01%
162
+75
2557
$6.21K ﹤0.01%
395
+112
2558
$6.21K ﹤0.01%
65
-56
2559
$6.16K ﹤0.01%
49
+4
2560
$6.1K ﹤0.01%
600
+183
2561
$6.1K ﹤0.01%
+242
2562
$6.1K ﹤0.01%
372
-278
2563
$6.09K ﹤0.01%
450
+29
2564
$6.07K ﹤0.01%
199
-10
2565
$6.07K ﹤0.01%
111
+6
2566
$6.04K ﹤0.01%
134
-41
2567
$6.02K ﹤0.01%
57
2568
$6K ﹤0.01%
222
-45
2569
$6K ﹤0.01%
387
2570
$5.95K ﹤0.01%
73
+8
2571
$5.94K ﹤0.01%
609
+78
2572
$5.94K ﹤0.01%
118
+12
2573
$5.89K ﹤0.01%
77
-14
2574
$5.88K ﹤0.01%
120
+18
2575
$5.82K ﹤0.01%
120
-98
101 102
103
104 105