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
3801
$86 ﹤0.01%
+8
3802
$86 ﹤0.01%
+7
3803
$85 ﹤0.01%
+5
3804
$84 ﹤0.01%
2
+1
3805
$84 ﹤0.01%
2
+1
3806
$83 ﹤0.01%
10
+1
3807
$83 ﹤0.01%
6
-137
3808
$82 ﹤0.01%
3
3809
$82 ﹤0.01%
7
+5
3810
$79 ﹤0.01%
7
3811
$79 ﹤0.01%
3
+1
3812
$78 ﹤0.01%
+2
3813
$77 ﹤0.01%
45
-28
3814
$77 ﹤0.01%
4
3815
$77 ﹤0.01%
4
-40
3816
$77 ﹤0.01%
+7
3817
$77 ﹤0.01%
+5
3818
$75 ﹤0.01%
+16
3819
$75 ﹤0.01%
3
3820
$75 ﹤0.01%
+3
3821
$74 ﹤0.01%
14
-2
3822
– –
0
3823
$73 ﹤0.01%
18
+16
3824
$73 ﹤0.01%
15
3825
$71 ﹤0.01%
3
-51
151 152
153
154 155