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
3426
$502 ﹤0.01%
+3
3427
$500 ﹤0.01%
467
3428
$498 ﹤0.01%
94
-190
3429
$496 ﹤0.01%
55
-345
3430
$494 ﹤0.01%
10
-70
3431
$493 ﹤0.01%
45
3432
$492 ﹤0.01%
+52
3433
$488 ﹤0.01%
27
3434
$484 ﹤0.01%
400
3435
$483 ﹤0.01%
43
-259
3436
$482 ﹤0.01%
28
3437
$481 ﹤0.01%
+19
3438
$481 ﹤0.01%
52
-22
3439
$479 ﹤0.01%
56
+31
3440
$477 ﹤0.01%
8
+3
3441
$475 ﹤0.01%
60
3442
$475 ﹤0.01%
6
+5
3443
$473 ﹤0.01%
85
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3444
$472 ﹤0.01%
5
3445
$470 ﹤0.01%
25
3446
$468 ﹤0.01%
40
+15
3447
$465 ﹤0.01%
6
+1
3448
$463 ﹤0.01%
+40
3449
$460 ﹤0.01%
31
3450
$456 ﹤0.01%
+15
136 137
138
139 140