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
3226
$1.05K ﹤0.01%
105
-70
3227
$1.04K ﹤0.01%
299
3228
$1.04K ﹤0.01%
13
+3
3229
$1.04K ﹤0.01%
91
-360
3230
$1.03K ﹤0.01%
70
-81
3231
$1.03K ﹤0.01%
364
+13
3232
$1.03K ﹤0.01%
95
3233
$1.02K ﹤0.01%
139
-42
3234
$1.02K ﹤0.01%
207
+64
3235
$1.02K ﹤0.01%
87
-15
3236
$1.02K ﹤0.01%
52
-146
3237
$1.01K ﹤0.01%
116
+28
3238
$1.01K ﹤0.01%
23
-89
3239
$1K ﹤0.01%
24
+8
3240
$1K ﹤0.01%
+135
3241
$999 ﹤0.01%
55
-7,509
3242
$999 ﹤0.01%
19
+3
3243
$998 ﹤0.01%
89
+14
3244
$998 ﹤0.01%
14
-12
3245
$997 ﹤0.01%
+255
3246
$991 ﹤0.01%
25
+2
3247
$989 ﹤0.01%
102
+1
3248
$984 ﹤0.01%
129
-24
3249
$971 ﹤0.01%
23
3250
$971 ﹤0.01%
60
-88
128 129
130
131 132