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
2601
$5.46K ﹤0.01%
518
+516
2602
$5.45K ﹤0.01%
31
-899
2603
$5.44K ﹤0.01%
330
+7
2604
$5.44K ﹤0.01%
252
2605
$5.43K ﹤0.01%
155
-55
2606
$5.42K ﹤0.01%
519
+365
2607
$5.42K ﹤0.01%
332
+7
2608
$5.42K ﹤0.01%
121
2609
$5.42K ﹤0.01%
442
2610
$5.41K ﹤0.01%
17
+7
2611
$5.4K ﹤0.01%
231
+18
2612
$5.4K ﹤0.01%
431
-135
2613
$5.39K ﹤0.01%
160
+158
2614
$5.39K ﹤0.01%
1,186
+1,156
2615
$5.38K ﹤0.01%
89
2616
$5.36K ﹤0.01%
171
2617
$5.33K ﹤0.01%
63
-92
2618
$5.33K ﹤0.01%
307
2619
$5.31K ﹤0.01%
248
+233
2620
$5.3K ﹤0.01%
975
+6
2621
$5.29K ﹤0.01%
195
-6
2622
$5.27K ﹤0.01%
302
+28
2623
$5.24K ﹤0.01%
921
+821
2624
$5.22K ﹤0.01%
53
+3
2625
$5.21K ﹤0.01%
2,462
+1,000
103 104
105
106 107