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
326
$1.08M 0.04%
46,995
+7,891
327
$1.08M 0.04%
23,936
+9,149
328
$1.08M 0.04%
11,180
+10,524
329
$1.08M 0.04%
19,744
+6,623
330
$1.08M 0.04%
6,185
+4,972
331
$1.07M 0.04%
38,098
+1,472
332
$1.07M 0.04%
2,302
-10
333
$1.07M 0.04%
9,268
+2,815
334
$1.06M 0.04%
19,707
-5,465
335
$1.06M 0.04%
2,716
+689
336
$1.05M 0.04%
28,986
+7,220
337
$1.05M 0.04%
7,957
+354
338
$1.04M 0.04%
4,536
-968
339
$1.04M 0.04%
2,112
-201
340
$1.04M 0.04%
3,230
+1,620
341
$1.04M 0.04%
20,588
-4,203
342
$1.03M 0.04%
4,425
-750
343
$1.02M 0.04%
9,346
+727
344
$1.02M 0.04%
6,093
+5,088
345
$1.02M 0.04%
24,240
-7,988
346
$1.02M 0.04%
23,391
+3,014
347
$1.01M 0.04%
15,343
-54
348
$1.01M 0.04%
11,285
+10,705
349
$1.01M 0.04%
12,360
-190
350
$1,000K 0.04%
+33,000
12 13
14
15 16