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
526
$592K 0.02%
95,089
+8,554
527
$590K 0.02%
+10,330
528
$589K 0.02%
+9,172
529
$588K 0.02%
2,510
+189
530
$585K 0.02%
1,557
+18
531
$584K 0.02%
3,235
-1,007
532
$580K 0.02%
3,310
+30
533
$579K 0.02%
7,198
+294
534
$578K 0.02%
1,534
-622
535
$574K 0.02%
8,706
+756
536
$574K 0.02%
40,839
+26,072
537
$573K 0.02%
+20,796
538
$571K 0.02%
25,849
+5,043
539
$571K 0.02%
3,975
+1,493
540
$568K 0.02%
5,575
-1,279
541
$566K 0.02%
6,584
+259
542
$564K 0.02%
3,459
+1,038
543
$561K 0.02%
18,949
+16,467
544
$560K 0.02%
13,757
+2,901
545
$559K 0.02%
10,339
+1,400
546
$559K 0.02%
6,789
-91
547
$558K 0.02%
4,746
+1,834
548
$557K 0.02%
6,666
+572
549
$556K 0.02%
271
+78
550
$553K 0.02%
10,949
+1,901
20 21
22
23 24