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
376
$914K 0.03%
19,390
+8,743
377
$913K 0.03%
31,648
+5,791
378
$908K 0.03%
19,896
+1,263
379
$899K 0.03%
+9,642
380
$899K 0.03%
18,324
-596
381
$898K 0.03%
3,521
+25
382
$897K 0.03%
21,373
+20,373
383
$894K 0.03%
10,840
+1,774
384
$893K 0.03%
14,165
+3,841
385
$890K 0.03%
8,160
-1,799
386
$887K 0.03%
8,919
+7,507
387
$887K 0.03%
187,520
+51,824
388
$881K 0.03%
+32,910
389
$878K 0.03%
1,663
+293
390
$874K 0.03%
5,606
+1,042
391
$865K 0.03%
13,617
+3,527
392
$860K 0.03%
2,332
+276
393
$859K 0.03%
79,235
+53,898
394
$859K 0.03%
41,001
-2,098
395
$856K 0.03%
9,428
+155
396
$851K 0.03%
4,356
-1,418
397
$847K 0.03%
4,081
+527
398
$847K 0.03%
34,805
-400
399
$843K 0.03%
9,533
+9,521
400
$843K 0.03%
1,992
+1,908
14 15
16
17 18