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
2626
$5.21K ﹤0.01%
272
+14
2627
$5.21K ﹤0.01%
242
+23
2628
$5.19K ﹤0.01%
+59
2629
$5.18K ﹤0.01%
+823
2630
$5.15K ﹤0.01%
45
2631
$5.15K ﹤0.01%
44
+2
2632
$5.12K ﹤0.01%
1,803
-2,313
2633
$5.07K ﹤0.01%
2,212
2634
$5.06K ﹤0.01%
395
2635
$5.06K ﹤0.01%
32
-14
2636
$5.06K ﹤0.01%
375
+45
2637
$5.03K ﹤0.01%
472
-83
2638
$5.03K ﹤0.01%
363
+188
2639
$5.03K ﹤0.01%
198
2640
$5.01K ﹤0.01%
181
+5
2641
$5K ﹤0.01%
115
2642
$4.99K ﹤0.01%
94
-3
2643
$4.99K ﹤0.01%
177
2644
$4.98K ﹤0.01%
106
+7
2645
$4.98K ﹤0.01%
159
+26
2646
$4.97K ﹤0.01%
199
2647
$4.96K ﹤0.01%
570
2648
$4.94K ﹤0.01%
162
2649
$4.93K ﹤0.01%
+6
2650
$4.92K ﹤0.01%
67
+12
104 105
106
107 108