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
3851
$57 ﹤0.01%
+5
3852
$57 ﹤0.01%
+5
3853
$56 ﹤0.01%
+4
3854
$55 ﹤0.01%
1
3855
$55 ﹤0.01%
+6
3856
$54 ﹤0.01%
5
-85
3857
$53 ﹤0.01%
+1
3858
$52 ﹤0.01%
+2
3859
$51 ﹤0.01%
+5
3860
$49 ﹤0.01%
11
+10
3861
$47 ﹤0.01%
+8
3862
$45 ﹤0.01%
+1
3863
$45 ﹤0.01%
+1
3864
$45 ﹤0.01%
25
-62
3865
$45 ﹤0.01%
3
-197
3866
$44 ﹤0.01%
23
-9
3867
$44 ﹤0.01%
2
-25
3868
$43 ﹤0.01%
5
3869
$43 ﹤0.01%
20
-11
3870
$43 ﹤0.01%
4
3871
$42 ﹤0.01%
1
3872
$42 ﹤0.01%
+6
3873
$41 ﹤0.01%
+2
3874
$41 ﹤0.01%
+1
3875
$40 ﹤0.01%
5
-20
153 154
155
156 157