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
3126
$1.4K ﹤0.01%
30
+3
3127
$1.39K ﹤0.01%
35
+10
3128
$1.39K ﹤0.01%
134
-4
3129
$1.39K ﹤0.01%
142
3130
$1.38K ﹤0.01%
87
3131
$1.37K ﹤0.01%
36
3132
$1.37K ﹤0.01%
57
3133
$1.37K ﹤0.01%
69
3134
$1.37K ﹤0.01%
34
-110
3135
$1.37K ﹤0.01%
35
+6
3136
$1.37K ﹤0.01%
74
-1
3137
$1.37K ﹤0.01%
33
+6
3138
$1.37K ﹤0.01%
17
-81
3139
$1.36K ﹤0.01%
+42
3140
$1.36K ﹤0.01%
129
-1
3141
$1.36K ﹤0.01%
245
3142
$1.35K ﹤0.01%
22
3143
$1.35K ﹤0.01%
49
3144
$1.35K ﹤0.01%
46
+14
3145
$1.34K ﹤0.01%
50
+22
3146
$1.34K ﹤0.01%
165
-54
3147
$1.33K ﹤0.01%
282
3148
$1.33K ﹤0.01%
13
+2
3149
$1.33K ﹤0.01%
156
-300
3150
$1.32K ﹤0.01%
+72
124 125
126
127 128