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
626
$458K 0.02%
903
-53
627
$457K 0.02%
1,669
+298
628
$456K 0.02%
28,951
+4
629
$456K 0.02%
43,153
+2,004
630
$455K 0.02%
7,978
-131
631
$453K 0.02%
21,163
+20,505
632
$453K 0.02%
972
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633
$452K 0.02%
2,368
+235
634
$451K 0.02%
11,678
+11,466
635
$450K 0.02%
9,031
+437
636
$450K 0.02%
1,863
-222
637
$450K 0.02%
12,977
+12,282
638
$449K 0.02%
2,900
+1,636
639
$447K 0.02%
2,186
+2,143
640
$445K 0.02%
10,970
+4,337
641
$442K 0.02%
23,866
-1,718
642
$441K 0.02%
7,701
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643
$440K 0.02%
1,126
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644
$439K 0.02%
1,782
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645
$438K 0.02%
14,598
+14,500
646
$437K 0.02%
3,553
-1,352
647
$434K 0.02%
16,518
+16,260
648
$433K 0.02%
1,204
+78
649
$433K 0.02%
6,001
-562
650
$433K 0.02%
2,154
+339
24 25
26
27 28