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
3626
$227 ﹤0.01%
30
-110
3627
$225 ﹤0.01%
27
3628
$224 ﹤0.01%
+2
3629
$221 ﹤0.01%
23
+3
3630
$219 ﹤0.01%
6
+1
3631
$214 ﹤0.01%
8
-12
3632
$211 ﹤0.01%
+5
3633
$210 ﹤0.01%
103
3634
$210 ﹤0.01%
10
3635
$209 ﹤0.01%
+39
3636
$208 ﹤0.01%
36
-813
3637
$208 ﹤0.01%
+7
3638
$207 ﹤0.01%
20
3639
$206 ﹤0.01%
17
3640
$206 ﹤0.01%
+33
3641
$205 ﹤0.01%
28
-55
3642
$204 ﹤0.01%
19
+2
3643
$204 ﹤0.01%
+28
3644
$203 ﹤0.01%
7
3645
$203 ﹤0.01%
13
+8
3646
$202 ﹤0.01%
55
-206
3647
$202 ﹤0.01%
22
3648
$201 ﹤0.01%
44
-187
3649
$200 ﹤0.01%
+1
3650
$198 ﹤0.01%
+16
144 145
146
147 148