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
426
$780K 0.03%
3,778
+974
427
$780K 0.03%
15,777
+246
428
$778K 0.03%
30,198
-24,746
429
$776K 0.03%
2,605
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430
$774K 0.03%
16,400
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431
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432
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4,223
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433
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922
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434
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1,212
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435
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862
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436
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12,885
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437
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29,152
+27,223
438
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3,539
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439
$761K 0.03%
724
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440
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12,121
-1,398
441
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443
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444
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445
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7,789
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446
$744K 0.03%
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447
$743K 0.03%
7,242
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448
$739K 0.03%
18,265
-2,164
449
$739K 0.03%
2,724
+280
450
$738K 0.03%
15,899
+3,270
16 17
18
19 20