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
3901
$30 ﹤0.01%
31
-20,000
3902
$29 ﹤0.01%
1
3903
$29 ﹤0.01%
+1
3904
$28 ﹤0.01%
1
-5
3905
$28 ﹤0.01%
+1
3906
$27 ﹤0.01%
+2
3907
$26 ﹤0.01%
+2
3908
$26 ﹤0.01%
1
3909
$25 ﹤0.01%
+2
3910
$25 ﹤0.01%
1
3911
$25 ﹤0.01%
2
3912
$23 ﹤0.01%
25
3913
$23 ﹤0.01%
1
3914
$22 ﹤0.01%
2
3915
$22 ﹤0.01%
+1
3916
$21 ﹤0.01%
1
3917
$21 ﹤0.01%
4
-617
3918
$20 ﹤0.01%
1
3919
$20 ﹤0.01%
5
3920
$19 ﹤0.01%
5
3921
$19 ﹤0.01%
483
3922
$18 ﹤0.01%
4
3923
– –
0
3924
$18 ﹤0.01%
45
-50
3925
$17 ﹤0.01%
1
155 156
157
158 159