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
301
$1.23M 0.05%
6,102
+96
302
$1.22M 0.05%
6,369
-1,422
303
$1.21M 0.05%
8,440
+532
304
$1.21M 0.05%
22,869
+31
305
$1.2M 0.05%
37,810
+24,377
306
$1.18M 0.04%
8,311
+1,735
307
$1.18M 0.04%
4,206
+1,464
308
$1.18M 0.04%
46,422
+25,463
309
$1.16M 0.04%
+24,554
310
$1.16M 0.04%
48,374
-16,832
311
$1.15M 0.04%
9,707
+7,632
312
$1.15M 0.04%
6,225
+3,715
313
$1.15M 0.04%
41,472
-75,357
314
$1.14M 0.04%
5,160
-1,035
315
$1.13M 0.04%
42,222
-6,432
316
$1.12M 0.04%
5,899
+2,331
317
$1.12M 0.04%
8,846
+2,306
318
$1.12M 0.04%
21,995
+5,665
319
$1.12M 0.04%
24,648
+17,164
320
$1.11M 0.04%
2,581
+855
321
$1.11M 0.04%
8,907
+2,636
322
$1.1M 0.04%
14,949
-961
323
$1.1M 0.04%
46,112
+4,088
324
$1.09M 0.04%
3,786
-317
325
$1.09M 0.04%
60,938
+2,513
11 12
13
14 15