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
2651
$4.89K ﹤0.01%
85
+15
2652
$4.84K ﹤0.01%
130
2653
$4.83K ﹤0.01%
124
-315
2654
$4.83K ﹤0.01%
61
-88
2655
$4.82K ﹤0.01%
+109
2656
$4.81K ﹤0.01%
231
-34
2657
$4.81K ﹤0.01%
89
-150
2658
$4.79K ﹤0.01%
865
+17
2659
$4.79K ﹤0.01%
83
2660
$4.78K ﹤0.01%
+1,552
2661
$4.78K ﹤0.01%
128
2662
$4.77K ﹤0.01%
263
-165
2663
$4.73K ﹤0.01%
68
+3
2664
$4.73K ﹤0.01%
94
-175
2665
$4.71K ﹤0.01%
135
+115
2666
$4.71K ﹤0.01%
59
+1
2667
$4.71K ﹤0.01%
925
+407
2668
$4.69K ﹤0.01%
36
+6
2669
$4.69K ﹤0.01%
283
+30
2670
$4.68K ﹤0.01%
84
-6
2671
$4.68K ﹤0.01%
601
+34
2672
$4.67K ﹤0.01%
52
2673
$4.66K ﹤0.01%
105
-2
2674
$4.65K ﹤0.01%
348
2675
$4.64K ﹤0.01%
90
-10
105 106
107
108 109