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
501
$638K 0.02%
7,949
-384
502
$637K 0.02%
13,937
+4,976
503
$635K 0.02%
4,468
+2,220
504
$634K 0.02%
819
+113
505
$632K 0.02%
16,959
+3,499
506
$632K 0.02%
4,270
+3,946
507
$629K 0.02%
2,646
+179
508
$629K 0.02%
5,825
+587
509
$627K 0.02%
91,432
+22,308
510
$625K 0.02%
8,436
+7,843
511
$625K 0.02%
9,752
+3,052
512
$620K 0.02%
+11,695
513
$612K 0.02%
2,673
+2,469
514
$611K 0.02%
10,022
-28
515
$608K 0.02%
25,550
-94
516
$608K 0.02%
3,605
+2,705
517
$604K 0.02%
23,952
+3,441
518
$604K 0.02%
3,703
+1,537
519
$603K 0.02%
4,324
+718
520
$602K 0.02%
5,454
-211
521
$602K 0.02%
2,356
+581
522
$600K 0.02%
7,258
+172
523
$599K 0.02%
12,177
-18,620
524
$596K 0.02%
11,327
+858
525
$594K 0.02%
23,472
+6,318
19 20
21
22 23