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
3651
$197 ﹤0.01%
47
+12
3652
$197 ﹤0.01%
+3
3653
$196 ﹤0.01%
100
3654
$194 ﹤0.01%
21
-10
3655
$193 ﹤0.01%
4
-47
3656
$193 ﹤0.01%
10
3657
$192 ﹤0.01%
20
3658
$191 ﹤0.01%
6
-5
3659
$191 ﹤0.01%
16
-4
3660
$190 ﹤0.01%
17
3661
$188 ﹤0.01%
30
-129
3662
$187 ﹤0.01%
9
-5
3663
$186 ﹤0.01%
10
3664
$186 ﹤0.01%
150
3665
$186 ﹤0.01%
11
3666
$185 ﹤0.01%
23
3667
$184 ﹤0.01%
10
-70
3668
$184 ﹤0.01%
55
3669
$182 ﹤0.01%
21
-148
3670
$182 ﹤0.01%
+15
3671
$182 ﹤0.01%
10
-50
3672
$182 ﹤0.01%
60
3673
$181 ﹤0.01%
+1
3674
$181 ﹤0.01%
22
-144
3675
$181 ﹤0.01%
25
145 146
147
148 149