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
3401
$541 ﹤0.01%
28
+5
3402
$538 ﹤0.01%
65
-8
3403
$537 ﹤0.01%
29
3404
$536 ﹤0.01%
45
3405
$536 ﹤0.01%
+62
3406
$535 ﹤0.01%
62
3407
$531 ﹤0.01%
42
+24
3408
$529 ﹤0.01%
37
3409
$528 ﹤0.01%
7
+5
3410
$528 ﹤0.01%
27
+12
3411
$526 ﹤0.01%
70
3412
$524 ﹤0.01%
11
+1
3413
$516 ﹤0.01%
181
+7
3414
$516 ﹤0.01%
+64
3415
$512 ﹤0.01%
55
-1,000
3416
$511 ﹤0.01%
+5
3417
$510 ﹤0.01%
125
3418
$507 ﹤0.01%
63
-42
3419
$507 ﹤0.01%
16
3420
$506 ﹤0.01%
29
3421
$506 ﹤0.01%
166
3422
$505 ﹤0.01%
16
+5
3423
$504 ﹤0.01%
36
3424
$503 ﹤0.01%
22
3425
$502 ﹤0.01%
22
+10
135 136
137
138 139