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
3276
$874 ﹤0.01%
31
+26
3277
$868 ﹤0.01%
27
3278
$862 ﹤0.01%
17
+4
3279
$859 ﹤0.01%
51
-17
3280
$856 ﹤0.01%
45
-50
3281
$854 ﹤0.01%
93
-155
3282
$849 ﹤0.01%
28
3283
$848 ﹤0.01%
19
+3
3284
$848 ﹤0.01%
36
-868
3285
$847 ﹤0.01%
24
3286
$847 ﹤0.01%
64
-150
3287
$845 ﹤0.01%
5
-21
3288
$844 ﹤0.01%
217
3289
$843 ﹤0.01%
41
3290
$843 ﹤0.01%
107
3291
$841 ﹤0.01%
49
3292
$834 ﹤0.01%
431
-44
3293
$833 ﹤0.01%
16
3294
$831 ﹤0.01%
29
+4
3295
$827 ﹤0.01%
29
+19
3296
$824 ﹤0.01%
+8
3297
$820 ﹤0.01%
17
-160
3298
$820 ﹤0.01%
91
3299
$818 ﹤0.01%
8
3300
$816 ﹤0.01%
18
-7
130 131
132
133 134