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
3701
$154 ﹤0.01%
11
3702
$153 ﹤0.01%
6
3703
$152 ﹤0.01%
12
+6
3704
$151 ﹤0.01%
+2
3705
$151 ﹤0.01%
14
+3
3706
$151 ﹤0.01%
3
3707
$151 ﹤0.01%
24
3708
$151 ﹤0.01%
22
-62
3709
$151 ﹤0.01%
+2
3710
$150 ﹤0.01%
7
3711
$150 ﹤0.01%
29
+15
3712
$149 ﹤0.01%
9
3713
$148 ﹤0.01%
+17
3714
$147 ﹤0.01%
+3
3715
$147 ﹤0.01%
12
3716
$147 ﹤0.01%
18
-35
3717
$146 ﹤0.01%
+11
3718
$144 ﹤0.01%
6
3719
$144 ﹤0.01%
82
3720
$143 ﹤0.01%
5
-91
3721
$143 ﹤0.01%
10
3722
$143 ﹤0.01%
6
3723
$141 ﹤0.01%
88
3724
$140 ﹤0.01%
29
3725
$138 ﹤0.01%
43
147 148
149
150 151