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
3826
$71 ﹤0.01%
36
3827
$70 ﹤0.01%
+1
3828
$70 ﹤0.01%
2
3829
$69 ﹤0.01%
2
3830
$68 ﹤0.01%
33
3831
$68 ﹤0.01%
+4
3832
$67 ﹤0.01%
+4
3833
$67 ﹤0.01%
6
3834
$67 ﹤0.01%
7
3835
$67 ﹤0.01%
1
3836
$66 ﹤0.01%
20
-2
3837
$66 ﹤0.01%
7
3838
$64 ﹤0.01%
10
-25
3839
$64 ﹤0.01%
5
3840
$64 ﹤0.01%
+5
3841
$63 ﹤0.01%
8
3842
$62 ﹤0.01%
5
3843
$61 ﹤0.01%
1
3844
$60 ﹤0.01%
2
3845
$60 ﹤0.01%
5
3846
$59 ﹤0.01%
+1
3847
$59 ﹤0.01%
10
+4
3848
$59 ﹤0.01%
5
3849
$58 ﹤0.01%
14
3850
$58 ﹤0.01%
2
+1
152 153
154
155 156