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
2926
$2.42K ﹤0.01%
118
-5
2927
$2.42K ﹤0.01%
26
+17
2928
$2.41K ﹤0.01%
92
+25
2929
$2.4K ﹤0.01%
23
+6
2930
$2.4K ﹤0.01%
+221
2931
$2.4K ﹤0.01%
90
+12
2932
$2.39K ﹤0.01%
127
2933
$2.38K ﹤0.01%
228
-10
2934
$2.37K ﹤0.01%
25
2935
$2.36K ﹤0.01%
47
+11
2936
$2.35K ﹤0.01%
203
+19
2937
$2.35K ﹤0.01%
53
+17
2938
$2.34K ﹤0.01%
240
2939
$2.33K ﹤0.01%
137
-12
2940
$2.33K ﹤0.01%
280
+30
2941
$2.32K ﹤0.01%
44
-4
2942
$2.32K ﹤0.01%
26
+2
2943
$2.32K ﹤0.01%
49
+15
2944
$2.31K ﹤0.01%
26
-6
2945
$2.3K ﹤0.01%
61
+8
2946
$2.29K ﹤0.01%
111
+10
2947
$2.29K ﹤0.01%
558
-764
2948
$2.29K ﹤0.01%
171
+12
2949
$2.29K ﹤0.01%
90
2950
$2.28K ﹤0.01%
146
+17
116 117
118
119 120