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
576
$519K 0.02%
4,764
+1,128
577
$516K 0.02%
10,481
-359
578
$516K 0.02%
14,436
+160
579
$514K 0.02%
4,970
+102
580
$513K 0.02%
18,058
+725
581
$512K 0.02%
3,806
-1,325
582
$512K 0.02%
6,932
+363
583
$510K 0.02%
10,634
+10,455
584
$506K 0.02%
10,058
+198
585
$506K 0.02%
20,173
+2,173
586
$506K 0.02%
5,265
+5,006
587
$501K 0.02%
1,501
+1,152
588
$500K 0.02%
1,777
+1,151
589
$499K 0.02%
7,960
-132
590
$498K 0.02%
2,279
-105
591
$497K 0.02%
256
-131
592
$497K 0.02%
6,409
+648
593
$496K 0.02%
2,180
+191
594
$494K 0.02%
6,431
+2,141
595
$491K 0.02%
10,366
+4,880
596
$489K 0.02%
+6,581
597
$488K 0.02%
12,447
-449
598
$487K 0.02%
10,030
+1,659
599
$484K 0.02%
7,433
+938
600
$483K 0.02%
4,071
+468
22 23
24
25 26