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
3026
$1.8K ﹤0.01%
43
-28
3027
$1.8K ﹤0.01%
75
-26
3028
$1.79K ﹤0.01%
50
+4
3029
$1.78K ﹤0.01%
16
3030
$1.78K ﹤0.01%
+55
3031
$1.78K ﹤0.01%
+28
3032
$1.77K ﹤0.01%
40
-300
3033
$1.77K ﹤0.01%
+111
3034
$1.76K ﹤0.01%
36
+8
3035
$1.75K ﹤0.01%
668
+325
3036
$1.74K ﹤0.01%
50
3037
$1.74K ﹤0.01%
61
3038
$1.72K ﹤0.01%
503
3039
$1.72K ﹤0.01%
39
+5
3040
$1.72K ﹤0.01%
131
3041
$1.71K ﹤0.01%
15
+6
3042
$1.7K ﹤0.01%
153
+20
3043
$1.7K ﹤0.01%
40
3044
$1.7K ﹤0.01%
26
+1
3045
$1.7K ﹤0.01%
8
-3
3046
$1.69K ﹤0.01%
54
+2
3047
$1.69K ﹤0.01%
139
3048
$1.69K ﹤0.01%
91
-40
3049
$1.69K ﹤0.01%
111
3050
$1.69K ﹤0.01%
22
120 121
122
123 124