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
3176
$1.21K ﹤0.01%
111
+1
3177
$1.21K ﹤0.01%
10
3178
$1.2K ﹤0.01%
53
-305
3179
$1.2K ﹤0.01%
147
3180
$1.19K ﹤0.01%
48
+1
3181
$1.19K ﹤0.01%
295
+224
3182
$1.18K ﹤0.01%
99
3183
$1.18K ﹤0.01%
117
-29
3184
$1.18K ﹤0.01%
117
+25
3185
$1.17K ﹤0.01%
18
+5
3186
$1.17K ﹤0.01%
48
3187
$1.17K ﹤0.01%
43
-14
3188
$1.16K ﹤0.01%
38
-13
3189
$1.16K ﹤0.01%
52
3190
$1.16K ﹤0.01%
40
-42
3191
$1.16K ﹤0.01%
204
-260
3192
$1.16K ﹤0.01%
128
+8
3193
$1.16K ﹤0.01%
+194
3194
$1.15K ﹤0.01%
125
3195
$1.15K ﹤0.01%
40
+5
3196
$1.14K ﹤0.01%
51
3197
$1.14K ﹤0.01%
1,000
-100
3198
$1.14K ﹤0.01%
11
3199
$1.14K ﹤0.01%
45
-223
3200
$1.13K ﹤0.01%
35
126 127
128
129 130