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
3551
$302 ﹤0.01%
44
3552
$302 ﹤0.01%
95
-5
3553
$300 ﹤0.01%
164
3554
$299 ﹤0.01%
+31
3555
$298 ﹤0.01%
9
3556
$295 ﹤0.01%
75
+30
3557
$295 ﹤0.01%
50
3558
$294 ﹤0.01%
13
3559
$294 ﹤0.01%
38
-140
3560
$291 ﹤0.01%
7
+2
3561
$290 ﹤0.01%
18
3562
$289 ﹤0.01%
11
+1
3563
$287 ﹤0.01%
63
+33
3564
$287 ﹤0.01%
44
3565
$287 ﹤0.01%
25
3566
$286 ﹤0.01%
13
+3
3567
$285 ﹤0.01%
78
3568
$285 ﹤0.01%
250
3569
$284 ﹤0.01%
35
-290
3570
$284 ﹤0.01%
18
3571
$283 ﹤0.01%
16
-5
3572
$282 ﹤0.01%
13
3573
$281 ﹤0.01%
50
3574
$280 ﹤0.01%
158
3575
$280 ﹤0.01%
25
141 142
143
144 145