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
3926
$17 ﹤0.01%
2
3927
$16 ﹤0.01%
5
-5
3928
$16 ﹤0.01%
7
3929
$16 ﹤0.01%
3
3930
$15 ﹤0.01%
1,359
+985
3931
$15 ﹤0.01%
+1
3932
$15 ﹤0.01%
+1
3933
$14 ﹤0.01%
1
3934
$14 ﹤0.01%
4
3935
$13 ﹤0.01%
1
3936
$13 ﹤0.01%
1
3937
– –
-3
3938
$12 ﹤0.01%
+1
3939
$12 ﹤0.01%
1
3940
$12 ﹤0.01%
+5
3941
$11 ﹤0.01%
+1
3942
– –
0
3943
$11 ﹤0.01%
1
3944
– –
-58
3945
$10 ﹤0.01%
+1
3946
$10 ﹤0.01%
1
3947
$10 ﹤0.01%
4
+1
3948
$9 ﹤0.01%
2
3949
– –
0
3950
$9 ﹤0.01%
2
156 157
158
159 160