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
2976
$2.09K ﹤0.01%
164
+4
2977
$2.08K ﹤0.01%
86
+8
2978
$2.08K ﹤0.01%
174
-346
2979
$2.08K ﹤0.01%
60
-29
2980
$2.07K ﹤0.01%
20
+8
2981
$2.06K ﹤0.01%
21
+2
2982
$2.06K ﹤0.01%
27
+6
2983
$2.05K ﹤0.01%
38
+12
2984
$2.05K ﹤0.01%
293
+6
2985
$2.02K ﹤0.01%
59
+4
2986
$2.02K ﹤0.01%
58
+10
2987
$2.01K ﹤0.01%
143
2988
$2.01K ﹤0.01%
26
-4
2989
$2K ﹤0.01%
79
+49
2990
$2K ﹤0.01%
19
2991
$2K ﹤0.01%
57
2992
$1.98K ﹤0.01%
143
-72
2993
$1.98K ﹤0.01%
44
-1
2994
$1.96K ﹤0.01%
180
-179
2995
$1.96K ﹤0.01%
28
+10
2996
$1.96K ﹤0.01%
96
+2
2997
$1.96K ﹤0.01%
21
-4
2998
$1.95K ﹤0.01%
62
-13
2999
$1.94K ﹤0.01%
27
-8
3000
$1.94K ﹤0.01%
32
118 119
120
121 122