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
3951
$8 ﹤0.01%
1
3952
$8 ﹤0.01%
+1
3953
$8 ﹤0.01%
1
-18
3954
$7 ﹤0.01%
1
3955
$7 ﹤0.01%
1
-119
3956
$7 ﹤0.01%
+1
3957
$6 ﹤0.01%
1
3958
$5 ﹤0.01%
1
-1
3959
$5 ﹤0.01%
+1
3960
$5 ﹤0.01%
1
3961
$5 ﹤0.01%
1
3962
$5 ﹤0.01%
+1
3963
$4 ﹤0.01%
+1
3964
$4 ﹤0.01%
1
3965
$4 ﹤0.01%
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3966
$3 ﹤0.01%
2
3967
$3 ﹤0.01%
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3968
$3 ﹤0.01%
+1
3969
– –
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3970
$3 ﹤0.01%
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3971
$2 ﹤0.01%
1
3972
$2 ﹤0.01%
+1
3973
$2 ﹤0.01%
1
3974
– –
0
3975
– –
0
157 158
159
160 161