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
2826
$3.1K ﹤0.01%
+22,600
2827
$3.08K ﹤0.01%
97
2828
$3.08K ﹤0.01%
143
+11
2829
$3.07K ﹤0.01%
+160
2830
$3.05K ﹤0.01%
454
+24
2831
$3.05K ﹤0.01%
56
2832
$3.05K ﹤0.01%
71
+10
2833
$3.04K ﹤0.01%
895
2834
$3.02K ﹤0.01%
274
+93
2835
$3.01K ﹤0.01%
550
2836
$3K ﹤0.01%
111
+11
2837
$3K ﹤0.01%
686
+14
2838
$3K ﹤0.01%
160
+23
2839
$2.99K ﹤0.01%
219
2840
$2.98K ﹤0.01%
43
2841
$2.98K ﹤0.01%
12,400
2842
$2.98K ﹤0.01%
51
+5
2843
$2.96K ﹤0.01%
251
-57
2844
$2.94K ﹤0.01%
147
+3
2845
$2.94K ﹤0.01%
42
-5
2846
$2.93K ﹤0.01%
650
2847
$2.93K ﹤0.01%
+121
2848
$2.92K ﹤0.01%
17
-4
2849
$2.91K ﹤0.01%
42
+10
2850
$2.91K ﹤0.01%
67
-5
112 113
114
115 116