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
601
$482K 0.02%
6,400
-217
602
$480K 0.02%
4,825
+916
603
$477K 0.02%
2,688
+1,238
604
$476K 0.02%
12,792
+1,514
605
$476K 0.02%
8,114
+7,115
606
$474K 0.02%
2,686
+1,440
607
$473K 0.02%
1,766
+175
608
$473K 0.02%
13,698
+8,258
609
$473K 0.02%
2,653
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610
$470K 0.02%
1,157
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611
$470K 0.02%
2,781
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612
$470K 0.02%
3,479
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613
$465K 0.02%
3,694
+399
614
$464K 0.02%
5,309
+101
615
$464K 0.02%
20,272
+19,634
616
$462K 0.02%
3,264
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617
$462K 0.02%
3,610
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618
$462K 0.02%
16,752
-6,027
619
$461K 0.02%
791
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620
$461K 0.02%
3,300
+1,569
621
$461K 0.02%
3,588
+81
622
$460K 0.02%
4,224
+435
623
$460K 0.02%
42,722
+4,856
624
$459K 0.02%
12,962
+12,940
625
$459K 0.02%
977
+94
23 24
25
26 27