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
3451
$450 ﹤0.01%
3
3452
$448 ﹤0.01%
160
3453
$445 ﹤0.01%
35
-38
3454
$443 ﹤0.01%
85
-45
3455
$440 ﹤0.01%
47
3456
$439 ﹤0.01%
19
3457
$438 ﹤0.01%
32
-194
3458
$434 ﹤0.01%
5
-5
3459
$424 ﹤0.01%
27
3460
$423 ﹤0.01%
150
3461
$423 ﹤0.01%
28
3462
$421 ﹤0.01%
103
3463
$420 ﹤0.01%
52
3464
$415 ﹤0.01%
80
-20
3465
$409 ﹤0.01%
44
+14
3466
$409 ﹤0.01%
58
+13
3467
$408 ﹤0.01%
12
-24
3468
$408 ﹤0.01%
22
-100
3469
$408 ﹤0.01%
25
3470
$401 ﹤0.01%
66
3471
$395 ﹤0.01%
8
+4
3472
$395 ﹤0.01%
12
3473
$390 ﹤0.01%
57
+17
3474
$390 ﹤0.01%
3
3475
$387 ﹤0.01%
+19
137 138
139
140 141