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
3776
$100 ﹤0.01%
20
-142
3777
$100 ﹤0.01%
5
3778
$98 ﹤0.01%
7
+6
3779
$97 ﹤0.01%
+51
3780
$97 ﹤0.01%
10
-212
3781
$96 ﹤0.01%
+3
3782
$96 ﹤0.01%
3
3783
$94 ﹤0.01%
1
-1
3784
$94 ﹤0.01%
+7
3785
$93 ﹤0.01%
8
3786
$93 ﹤0.01%
5
-6
3787
$92 ﹤0.01%
5
3788
$92 ﹤0.01%
+3
3789
$91 ﹤0.01%
+11
3790
$91 ﹤0.01%
7
3791
$91 ﹤0.01%
+17
3792
$90 ﹤0.01%
13
+3
3793
$90 ﹤0.01%
11
3794
$89 ﹤0.01%
5
3795
$89 ﹤0.01%
10
3796
$89 ﹤0.01%
+41
3797
$89 ﹤0.01%
55
3798
$88 ﹤0.01%
73
3799
$87 ﹤0.01%
10
3800
$87 ﹤0.01%
+6
150 151
152
153 154