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
2901
$2.56K ﹤0.01%
+93
2902
$2.56K ﹤0.01%
1,132
+1,102
2903
$2.55K ﹤0.01%
971
-383
2904
$2.54K ﹤0.01%
20
-4
2905
$2.53K ﹤0.01%
+87
2906
$2.52K ﹤0.01%
26
+11
2907
$2.52K ﹤0.01%
114
2908
$2.52K ﹤0.01%
38
+24
2909
$2.5K ﹤0.01%
70
+47
2910
$2.49K ﹤0.01%
90
2911
$2.48K ﹤0.01%
336
-44
2912
$2.48K ﹤0.01%
407
+164
2913
$2.48K ﹤0.01%
528
+48
2914
$2.48K ﹤0.01%
+2,500
2915
$2.47K ﹤0.01%
+113
2916
$2.47K ﹤0.01%
49
+31
2917
$2.47K ﹤0.01%
53
2918
$2.45K ﹤0.01%
16
+3
2919
$2.45K ﹤0.01%
9
+4
2920
$2.44K ﹤0.01%
188
-317
2921
$2.44K ﹤0.01%
93
+65
2922
$2.44K ﹤0.01%
96
+38
2923
$2.44K ﹤0.01%
+69
2924
$2.43K ﹤0.01%
38
-24
2925
$2.43K ﹤0.01%
298
-10
115 116
117
118 119