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
251
$1.51M 0.06%
3,619
+88
252
$1.51M 0.06%
21,141
+1,203
253
$1.49M 0.06%
17,775
+547
254
$1.49M 0.06%
7,368
+365
255
$1.48M 0.06%
7,656
+160
256
$1.48M 0.06%
18,639
-4,161
257
$1.46M 0.05%
31,198
+1,338
258
$1.46M 0.05%
5,736
-387
259
$1.45M 0.05%
12,538
+4,500
260
$1.44M 0.05%
28,311
-13,164
261
$1.42M 0.05%
2,900
+754
262
$1.42M 0.05%
13,649
-1,345
263
$1.41M 0.05%
6,132
+5,287
264
$1.41M 0.05%
34,201
+25,699
265
$1.4M 0.05%
8,976
+1,431
266
$1.4M 0.05%
7,782
+326
267
$1.4M 0.05%
22,313
+1,683
268
$1.39M 0.05%
15,193
+1,233
269
$1.39M 0.05%
2,912
+421
270
$1.39M 0.05%
50,632
+29,409
271
$1.39M 0.05%
10,516
-230
272
$1.38M 0.05%
2
273
$1.37M 0.05%
17,147
+312
274
$1.37M 0.05%
10,227
-26
275
$1.37M 0.05%
23,585
-2,115
9 10
11
12 13