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
2751
$3.83K ﹤0.01%
21
+10
2752
$3.83K ﹤0.01%
20
+2
2753
$3.82K ﹤0.01%
134
+126
2754
$3.82K ﹤0.01%
438
-1,357
2755
$3.81K ﹤0.01%
43
+42
2756
$3.79K ﹤0.01%
528
+101
2757
$3.78K ﹤0.01%
124
-29
2758
$3.78K ﹤0.01%
168
2759
$3.77K ﹤0.01%
2,500
2760
$3.77K ﹤0.01%
42
2761
$3.73K ﹤0.01%
47
+6
2762
$3.73K ﹤0.01%
48
2763
$3.72K ﹤0.01%
204
2764
$3.7K ﹤0.01%
46
-198
2765
$3.7K ﹤0.01%
121
+19
2766
$3.68K ﹤0.01%
104
+63
2767
$3.68K ﹤0.01%
95
+51
2768
$3.67K ﹤0.01%
196
+85
2769
$3.65K ﹤0.01%
75
+18
2770
$3.65K ﹤0.01%
75
-85
2771
$3.64K ﹤0.01%
57
+8
2772
$3.63K ﹤0.01%
485
+60
2773
$3.63K ﹤0.01%
220
-257
2774
$3.63K ﹤0.01%
34
-33
2775
$3.63K ﹤0.01%
84
+1
109 110
111
112 113