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
2876
$2.71K ﹤0.01%
74
+13
2877
$2.71K ﹤0.01%
141
+11
2878
$2.71K ﹤0.01%
570
+11
2879
$2.71K ﹤0.01%
562
-18
2880
$2.71K ﹤0.01%
13
+10
2881
$2.7K ﹤0.01%
305
-478
2882
$2.69K ﹤0.01%
191
-120
2883
$2.68K ﹤0.01%
27
-11
2884
$2.68K ﹤0.01%
1,000
2885
$2.67K ﹤0.01%
62
2886
$2.67K ﹤0.01%
59
-6
2887
$2.67K ﹤0.01%
28
+8
2888
$2.66K ﹤0.01%
59
-10
2889
$2.65K ﹤0.01%
173
+6
2890
$2.65K ﹤0.01%
39
-17
2891
$2.64K ﹤0.01%
83
-800
2892
$2.63K ﹤0.01%
435
-207
2893
$2.63K ﹤0.01%
59
+4
2894
$2.63K ﹤0.01%
100
2895
$2.6K ﹤0.01%
102
+4
2896
$2.6K ﹤0.01%
82
2897
$2.59K ﹤0.01%
136
+30
2898
$2.59K ﹤0.01%
136
-24
2899
$2.58K ﹤0.01%
141
2900
$2.57K ﹤0.01%
143
114 115
116
117 118