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
4126
– –
-37
4127
– –
-176
4128
– –
-225
4129
– –
-1
4130
– –
-31
4131
– –
-176
4132
$0 ﹤0.01%
95
4133
– –
-445
4134
– –
-1,001
4135
– –
-511
4136
$0 ﹤0.01%
77
4137
– –
-187
4138
– –
-10
4139
– –
-15
4140
– –
-61
4141
– –
-4
4142
$0 ﹤0.01%
+2
4143
– –
-43
4144
– –
-1
4145
– –
-480
4146
– –
0
4147
– –
-417
4148
– –
-92
4149
– –
-1
4150
– –
-5
164 165
166
167 168