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
3251
$969 ﹤0.01%
65
-132
3252
$968 ﹤0.01%
20
+6
3253
$965 ﹤0.01%
75
-69
3254
$959 ﹤0.01%
69
3255
$956 ﹤0.01%
32
3256
$953 ﹤0.01%
16
-2
3257
$945 ﹤0.01%
32
3258
$941 ﹤0.01%
336
3259
$941 ﹤0.01%
366
3260
$941 ﹤0.01%
68
3261
$937 ﹤0.01%
+19
3262
$937 ﹤0.01%
25
3263
$934 ﹤0.01%
38
3264
$930 ﹤0.01%
50
3265
$929 ﹤0.01%
21
+3
3266
$920 ﹤0.01%
9
3267
$919 ﹤0.01%
20
3268
$910 ﹤0.01%
50
3269
$897 ﹤0.01%
158
+148
3270
$892 ﹤0.01%
5
+4
3271
$891 ﹤0.01%
22
-76
3272
$890 ﹤0.01%
503
3273
$888 ﹤0.01%
68
+3
3274
$882 ﹤0.01%
12
-3
3275
$879 ﹤0.01%
27
-10
129 130
131
132 133