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
2701
$4.27K ﹤0.01%
+150
2702
$4.26K ﹤0.01%
213
+193
2703
$4.25K ﹤0.01%
95
2704
$4.24K ﹤0.01%
15
-1
2705
$4.24K ﹤0.01%
39
+5
2706
$4.24K ﹤0.01%
53
+7
2707
$4.24K ﹤0.01%
20
2708
$4.22K ﹤0.01%
114
+23
2709
$4.22K ﹤0.01%
104
2710
$4.21K ﹤0.01%
135
-20
2711
$4.21K ﹤0.01%
383
-130
2712
$4.19K ﹤0.01%
23
+4
2713
$4.18K ﹤0.01%
363
+30
2714
$4.18K ﹤0.01%
378
+260
2715
$4.17K ﹤0.01%
346
+151
2716
$4.17K ﹤0.01%
141
+69
2717
$4.16K ﹤0.01%
184
-22
2718
$4.15K ﹤0.01%
665
2719
$4.14K ﹤0.01%
266
+11
2720
$4.13K ﹤0.01%
77
2721
$4.12K ﹤0.01%
121
2722
$4.11K ﹤0.01%
320
+23
2723
$4.11K ﹤0.01%
103
+20
2724
$4.09K ﹤0.01%
145
2725
$4.07K ﹤0.01%
271
107 108
109
110 111