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
276
$1.37M 0.05%
5,565
-551
277
$1.37M 0.05%
12,350
+3,016
278
$1.34M 0.05%
26,957
+1,678
279
$1.34M 0.05%
35,934
+29,426
280
$1.33M 0.05%
12,206
+10,096
281
$1.32M 0.05%
3,469
+96
282
$1.32M 0.05%
14,585
+14,132
283
$1.31M 0.05%
14,305
-1,045
284
$1.3M 0.05%
17,877
-336
285
$1.3M 0.05%
9,092
+8,435
286
$1.29M 0.05%
27,826
+3,768
287
$1.29M 0.05%
35,484
+25,784
288
$1.29M 0.05%
54,872
+13,496
289
$1.28M 0.05%
12,153
+2,007
290
$1.28M 0.05%
38,794
-9,169
291
$1.27M 0.05%
12,518
+753
292
$1.26M 0.05%
17,591
+16,354
293
$1.26M 0.05%
9,595
-3,208
294
$1.26M 0.05%
6,535
+1,384
295
$1.25M 0.05%
16,693
+1,724
296
$1.24M 0.05%
10,270
+4,333
297
$1.24M 0.05%
6,036
-436
298
$1.24M 0.05%
52,762
+5,328
299
$1.23M 0.05%
11,320
+1,104
300
$1.23M 0.05%
24,581
+1,998
10 11
12
13 14