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
3726
$138 ﹤0.01%
36
3727
$137 ﹤0.01%
5
3728
$136 ﹤0.01%
13
+10
3729
$135 ﹤0.01%
5
-7
3730
$134 ﹤0.01%
8
3731
$132 ﹤0.01%
14
3732
$130 ﹤0.01%
10
+4
3733
$129 ﹤0.01%
2
+1
3734
$128 ﹤0.01%
2
3735
$128 ﹤0.01%
35
3736
$126 ﹤0.01%
16
3737
$125 ﹤0.01%
18
-241
3738
$122 ﹤0.01%
15
-1
3739
$122 ﹤0.01%
15
3740
$122 ﹤0.01%
+2
3741
$122 ﹤0.01%
+33
3742
$121 ﹤0.01%
39
3743
$120 ﹤0.01%
8
-22
3744
$119 ﹤0.01%
1
-55
3745
$119 ﹤0.01%
6
-106
3746
$119 ﹤0.01%
9
3747
$118 ﹤0.01%
23
-25
3748
$118 ﹤0.01%
+1
3749
$118 ﹤0.01%
2
+1
3750
$117 ﹤0.01%
19
148 149
150
151 152