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
3476
$386 ﹤0.01%
15
-75
3477
$383 ﹤0.01%
+11
3478
$380 ﹤0.01%
15
3479
$378 ﹤0.01%
33
+10
3480
$377 ﹤0.01%
27
3481
$376 ﹤0.01%
25
-3
3482
$374 ﹤0.01%
+33
3483
$374 ﹤0.01%
11
+5
3484
$372 ﹤0.01%
73
-277
3485
$371 ﹤0.01%
6
-80
3486
$371 ﹤0.01%
5
-18
3487
$370 ﹤0.01%
15
3488
$370 ﹤0.01%
22
3489
$370 ﹤0.01%
50
+10
3490
$369 ﹤0.01%
+98
3491
$367 ﹤0.01%
216
-5
3492
$366 ﹤0.01%
22
+17
3493
$366 ﹤0.01%
27
+13
3494
$366 ﹤0.01%
13
3495
$365 ﹤0.01%
10
3496
$363 ﹤0.01%
11
+6
3497
$362 ﹤0.01%
18
3498
$362 ﹤0.01%
46
-70
3499
$361 ﹤0.01%
+12
3500
$354 ﹤0.01%
45
+41
138 139
140
141 142