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
351
$987K 0.04%
8,933
-2,010
352
$987K 0.04%
15,710
-2,371
353
$987K 0.04%
33,948
+33,555
354
$983K 0.04%
16,601
-934
355
$981K 0.04%
39,049
+14,675
356
$978K 0.04%
12,093
-1,353
357
$963K 0.04%
4,969
+384
358
$962K 0.04%
19,601
+2,081
359
$961K 0.04%
20,250
+9,021
360
$950K 0.04%
33,376
+33,149
361
$949K 0.04%
11,323
+580
362
$948K 0.04%
34,368
+1,770
363
$946K 0.04%
18,759
+2,814
364
$944K 0.04%
24,128
-5,997
365
$939K 0.04%
3,461
+1,270
366
$937K 0.04%
65,006
+18,494
367
$934K 0.04%
6,143
-235
368
$930K 0.03%
27,974
+11,468
369
$930K 0.03%
1,835
-193
370
$929K 0.03%
6,861
+3,261
371
$929K 0.03%
9,267
+8,192
372
$927K 0.03%
19,668
+16,560
373
$926K 0.03%
44,344
-57,247
374
$925K 0.03%
4,146
-179
375
$917K 0.03%
20,000
+4,883
13 14
15
16 17