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
3751
$117 ﹤0.01%
3
3752
$116 ﹤0.01%
5
3753
$116 ﹤0.01%
2
+1
3754
$116 ﹤0.01%
+2
3755
$115 ﹤0.01%
21
3756
$114 ﹤0.01%
99
3757
$113 ﹤0.01%
150
3758
$112 ﹤0.01%
+24
3759
$110 ﹤0.01%
+15
3760
$110 ﹤0.01%
5
3761
$110 ﹤0.01%
468
+68
3762
$109 ﹤0.01%
12
+3
3763
$109 ﹤0.01%
2
3764
$108 ﹤0.01%
+3
3765
$108 ﹤0.01%
2
3766
$107 ﹤0.01%
+2
3767
$107 ﹤0.01%
7
3768
$105 ﹤0.01%
10
3769
$104 ﹤0.01%
22
+5
3770
$102 ﹤0.01%
+19
3771
$101 ﹤0.01%
26
3772
$101 ﹤0.01%
3
+1
3773
$101 ﹤0.01%
5
-45
3774
$101 ﹤0.01%
27
3775
$100 ﹤0.01%
+9
149 150
151
152 153