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
26
$15.8M 0.59%
80,381
+13,432
27
$15.5M 0.58%
460,891
+224,524
28
$15.5M 0.58%
101,947
+5,246
29
$15.2M 0.57%
31,180
+6,134
30
$13.9M 0.52%
223,213
+194,224
31
$13.8M 0.52%
143,566
+17,992
32
$13.7M 0.52%
78,742
+19,224
33
$13.2M 0.49%
203,065
+124,105
34
$12.9M 0.48%
235,563
+72,988
35
$12.8M 0.48%
223,806
-944
36
$12.4M 0.46%
13,973
+1,520
37
$12.4M 0.46%
505,262
-38,204
38
$12.3M 0.46%
324,075
+273,211
39
$12.3M 0.46%
199,207
+113,945
40
$11.9M 0.45%
71,360
+12,263
41
$11.9M 0.45%
20,753
+4,478
42
$11.7M 0.44%
331,230
-46,282
43
$11.6M 0.44%
462,116
+1,725
44
$10.8M 0.41%
73,638
+3,159
45
$10.4M 0.39%
169,920
+51,079
46
$10.4M 0.39%
431,178
+158,959
47
$10.2M 0.38%
212,640
+51,712
48
$10M 0.38%
102,386
+21,370
49
$9.98M 0.37%
36,301
+2,293
50
$9.94M 0.37%
123,063
+10,187
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