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
3301
$814 ﹤0.01%
260
3302
$810 ﹤0.01%
450
3303
$806 ﹤0.01%
119
+75
3304
$792 ﹤0.01%
25
+4
3305
$789 ﹤0.01%
17
3306
$787 ﹤0.01%
50
+13
3307
$780 ﹤0.01%
42
3308
$779 ﹤0.01%
27
-146
3309
$772 ﹤0.01%
354
-205
3310
$768 ﹤0.01%
+108
3311
$768 ﹤0.01%
40
-5
3312
$766 ﹤0.01%
61
+10
3313
$762 ﹤0.01%
560
3314
$759 ﹤0.01%
14
3315
$757 ﹤0.01%
770
3316
$750 ﹤0.01%
4
-110
3317
$748 ﹤0.01%
46
+6
3318
$742 ﹤0.01%
79
3319
$737 ﹤0.01%
22
-7
3320
$737 ﹤0.01%
9
+2
3321
$737 ﹤0.01%
21
-9
3322
$733 ﹤0.01%
14
+5
3323
$733 ﹤0.01%
27
+9
3324
$729 ﹤0.01%
69
+2
3325
$729 ﹤0.01%
59
-10
131 132
133
134 135