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
476
$686K 0.03%
14,434
+635
477
$682K 0.03%
9,529
+5,356
478
$676K 0.03%
10,986
-2,280
479
$675K 0.03%
8,071
+385
480
$675K 0.03%
3,216
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481
$672K 0.03%
14,452
+11,769
482
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12,933
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483
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18,928
+1,235
484
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6,423
-8,788
485
$658K 0.02%
15,898
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486
$657K 0.02%
1,302
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487
$657K 0.02%
4,231
-420
488
$657K 0.02%
710
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489
$655K 0.02%
33,195
490
$654K 0.02%
10,429
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491
$653K 0.02%
32,035
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492
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7,165
-7,026
493
$652K 0.02%
2,621
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494
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495
$650K 0.02%
1,877
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496
$642K 0.02%
6,677
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497
$641K 0.02%
16,131
+5,547
498
$640K 0.02%
2,022
-6
499
$640K 0.02%
3,731
+1,567
500
$639K 0.02%
17,195
-7,864
18 19
20
21 22