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
451
$737K 0.03%
36,037
-1,691
452
$736K 0.03%
4,411
+2,896
453
$733K 0.03%
20,523
+20,447
454
$732K 0.03%
2,945
+713
455
$730K 0.03%
13,969
+13,772
456
$726K 0.03%
7,078
-306
457
$723K 0.03%
4,373
+2,533
458
$723K 0.03%
11,472
-1,414
459
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14,607
+9,571
460
$719K 0.03%
24,363
-1,359
461
$719K 0.03%
123,348
-54,426
462
$717K 0.03%
17,468
+11,578
463
$716K 0.03%
24,052
-11,982
464
$716K 0.03%
21,649
+16,011
465
$708K 0.03%
20,577
+10,229
466
$707K 0.03%
16,543
+7,055
467
$705K 0.03%
6,824
-49
468
$704K 0.03%
4,388
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469
$696K 0.03%
2,870
-833
470
$694K 0.03%
8,890
+1,485
471
$692K 0.03%
7,592
+313
472
$690K 0.03%
4,955
+4,939
473
$690K 0.03%
15,296
-4,970
474
$690K 0.03%
2,380
+20
475
$686K 0.03%
2,640
-3,750
17 18
19
20 21