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
3351
$663 ﹤0.01%
14
+6
3352
$662 ﹤0.01%
+18
3353
$657 ﹤0.01%
20
3354
$656 ﹤0.01%
46
-75
3355
$655 ﹤0.01%
104
+4
3356
$655 ﹤0.01%
76
-111
3357
$654 ﹤0.01%
13
-63
3358
$651 ﹤0.01%
84
-316
3359
$648 ﹤0.01%
96
+8
3360
$647 ﹤0.01%
15
3361
$647 ﹤0.01%
15
3362
$646 ﹤0.01%
9
+3
3363
$645 ﹤0.01%
77
+25
3364
$643 ﹤0.01%
19
3365
$642 ﹤0.01%
65
3366
$634 ﹤0.01%
107
+19
3367
$631 ﹤0.01%
48
3368
$629 ﹤0.01%
+20
3369
$625 ﹤0.01%
20
3370
$625 ﹤0.01%
406
3371
$624 ﹤0.01%
13
-12
3372
$622 ﹤0.01%
16
+4
3373
$622 ﹤0.01%
20
3374
$618 ﹤0.01%
+13
3375
$615 ﹤0.01%
13
133 134
135
136 137