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
3501
$353 ﹤0.01%
25
-15
3502
$350 ﹤0.01%
+108
3503
$350 ﹤0.01%
7
-412
3504
$349 ﹤0.01%
60
-20
3505
$348 ﹤0.01%
144
+30
3506
$347 ﹤0.01%
25
3507
$347 ﹤0.01%
34
+19
3508
$346 ﹤0.01%
17
+11
3509
$346 ﹤0.01%
56
-5
3510
$346 ﹤0.01%
18
3511
$346 ﹤0.01%
33
3512
$343 ﹤0.01%
+2
3513
$340 ﹤0.01%
+3
3514
$340 ﹤0.01%
83
3515
$339 ﹤0.01%
3
-3
3516
$339 ﹤0.01%
38
+14
3517
$339 ﹤0.01%
16
+14
3518
$338 ﹤0.01%
82
-131
3519
$338 ﹤0.01%
50
3520
$337 ﹤0.01%
26
3521
$336 ﹤0.01%
11
-2
3522
$335 ﹤0.01%
60
-5
3523
$333 ﹤0.01%
125
-90
3524
$331 ﹤0.01%
8
3525
$330 ﹤0.01%
19
139 140
141
142 143