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
551
$553K 0.02%
2,413
+20
552
$548K 0.02%
1,431
+1,252
553
$547K 0.02%
5,255
-679
554
$547K 0.02%
10,172
-1,557
555
$546K 0.02%
11,558
+25
556
$545K 0.02%
+16,912
557
$545K 0.02%
7,559
+1,854
558
$543K 0.02%
4,954
+250
559
$541K 0.02%
+21,223
560
$540K 0.02%
23,788
-16,172
561
$539K 0.02%
1,998
+80
562
$538K 0.02%
33,544
+31,854
563
$535K 0.02%
18,411
+14,953
564
$534K 0.02%
4,993
+891
565
$532K 0.02%
+61,452
566
$532K 0.02%
6,854
+2,598
567
$531K 0.02%
16,760
-3,404
568
$530K 0.02%
2,200
-406
569
$529K 0.02%
6,622
+91
570
$527K 0.02%
16,663
-921
571
$525K 0.02%
27,924
+9,009
572
$525K 0.02%
2,746
+282
573
$525K 0.02%
+16,884
574
$520K 0.02%
+6,481
575
$520K 0.02%
10,084
+8,301
21 22
23
24 25