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
3376
$614 ﹤0.01%
75
+65
3377
$612 ﹤0.01%
52
+17
3378
$612 ﹤0.01%
100
3379
$609 ﹤0.01%
17
3380
$609 ﹤0.01%
20
-56
3381
$606 ﹤0.01%
+22
3382
$596 ﹤0.01%
28
-5
3383
$595 ﹤0.01%
16
+1
3384
$591 ﹤0.01%
117
3385
$590 ﹤0.01%
5
3386
$585 ﹤0.01%
23
-260
3387
$585 ﹤0.01%
47
3388
$584 ﹤0.01%
40
-32
3389
$582 ﹤0.01%
50
-10
3390
$581 ﹤0.01%
50
+7
3391
$580 ﹤0.01%
50
-40
3392
$580 ﹤0.01%
23
3393
$576 ﹤0.01%
45
+9
3394
$566 ﹤0.01%
26
3395
$558 ﹤0.01%
95
-68
3396
$557 ﹤0.01%
15
+10
3397
$551 ﹤0.01%
+52
3398
$547 ﹤0.01%
10
-84
3399
$546 ﹤0.01%
22
+11
3400
$546 ﹤0.01%
13
+2
134 135
136
137 138