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
3201
$1.13K ﹤0.01%
106
3202
$1.13K ﹤0.01%
109
+62
3203
$1.13K ﹤0.01%
46
3204
$1.12K ﹤0.01%
22
-114
3205
$1.11K ﹤0.01%
+102
3206
$1.11K ﹤0.01%
110
3207
$1.11K ﹤0.01%
+44
3208
$1.11K ﹤0.01%
95
3209
$1.1K ﹤0.01%
60
3210
$1.1K ﹤0.01%
198
-2,302
3211
$1.1K ﹤0.01%
55
3212
$1.1K ﹤0.01%
13
3213
$1.09K ﹤0.01%
206
-33
3214
$1.09K ﹤0.01%
140
+20
3215
$1.09K ﹤0.01%
75
-1,071
3216
$1.09K ﹤0.01%
32
+5
3217
$1.09K ﹤0.01%
198
3218
$1.08K ﹤0.01%
714
3219
$1.08K ﹤0.01%
14
3220
$1.07K ﹤0.01%
61
+11
3221
$1.06K ﹤0.01%
125
-17
3222
$1.06K ﹤0.01%
76
3223
$1.06K ﹤0.01%
117
-816
3224
$1.06K ﹤0.01%
+150
3225
$1.06K ﹤0.01%
38
-65
127 128
129
130 131