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
2576
$5.82K ﹤0.01%
2,433
+1,460
2577
$5.8K ﹤0.01%
45
+4
2578
$5.79K ﹤0.01%
+45
2579
$5.78K ﹤0.01%
341
2580
$5.75K ﹤0.01%
230
2581
$5.73K ﹤0.01%
99
+6
2582
$5.71K ﹤0.01%
146
+31
2583
$5.68K ﹤0.01%
890
-8
2584
$5.67K ﹤0.01%
156
-28
2585
$5.66K ﹤0.01%
243
-417
2586
$5.66K ﹤0.01%
354
-80
2587
$5.63K ﹤0.01%
1,000
+500
2588
$5.62K ﹤0.01%
159
+149
2589
$5.62K ﹤0.01%
741
+99
2590
$5.61K ﹤0.01%
143
2591
$5.6K ﹤0.01%
226
-131
2592
$5.57K ﹤0.01%
146
+10
2593
$5.52K ﹤0.01%
331
2594
$5.51K ﹤0.01%
297
+39
2595
$5.5K ﹤0.01%
201
+9
2596
$5.5K ﹤0.01%
59
-3
2597
$5.49K ﹤0.01%
127
-685
2598
$5.48K ﹤0.01%
112
+86
2599
$5.47K ﹤0.01%
314
+50
2600
$5.46K ﹤0.01%
143
+100
102 103
104
105 106