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
401
$841K 0.03%
3,426
+614
402
$840K 0.03%
5,770
+2,264
403
$837K 0.03%
1,469
+435
404
$833K 0.03%
4,885
-740
405
$833K 0.03%
+26,256
406
$832K 0.03%
40,807
+37,660
407
$829K 0.03%
8,636
+1,216
408
$822K 0.03%
7,435
+260
409
$818K 0.03%
8,289
-1,204
410
$816K 0.03%
13,665
-306
411
$810K 0.03%
8,443
-1,630
412
$810K 0.03%
11,095
-204
413
$809K 0.03%
+7,732
414
$808K 0.03%
40,878
-6,698
415
$805K 0.03%
12,359
-191
416
$804K 0.03%
15,790
+15,331
417
$803K 0.03%
1,632
-476
418
$799K 0.03%
2,467
+288
419
$797K 0.03%
7,509
-8
420
$792K 0.03%
1,523
+317
421
$786K 0.03%
5,634
+379
422
$784K 0.03%
21,859
+1,621
423
$782K 0.03%
14,761
-665
424
$781K 0.03%
13,561
+545
425
$780K 0.03%
1,644
+65
15 16
17
18 19