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
3101
$1.48K ﹤0.01%
205
-2
3102
$1.47K ﹤0.01%
84
-66
3103
$1.47K ﹤0.01%
19
+2
3104
$1.46K ﹤0.01%
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3105
$1.46K ﹤0.01%
53
3106
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95
-126
3107
$1.46K ﹤0.01%
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3108
$1.46K ﹤0.01%
340
-171
3109
$1.46K ﹤0.01%
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3110
$1.46K ﹤0.01%
45
3111
$1.45K ﹤0.01%
140
3112
$1.45K ﹤0.01%
8
-8
3113
$1.45K ﹤0.01%
18
+2
3114
$1.44K ﹤0.01%
59
-175
3115
$1.44K ﹤0.01%
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3116
$1.44K ﹤0.01%
53
3117
$1.44K ﹤0.01%
221
+3
3118
$1.44K ﹤0.01%
+306
3119
$1.43K ﹤0.01%
98
+10
3120
$1.43K ﹤0.01%
73
3121
$1.41K ﹤0.01%
19
+16
3122
$1.41K ﹤0.01%
36
-103
3123
$1.41K ﹤0.01%
297
3124
$1.4K ﹤0.01%
150
3125
$1.4K ﹤0.01%
36
123 124
125
126 127