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
651
$433K 0.02%
1,832
+1,677
652
$432K 0.02%
8,314
+6,316
653
$432K 0.02%
22,613
+2,494
654
$431K 0.02%
8,056
+49
655
$430K 0.02%
7,266
+374
656
$430K 0.02%
11,802
-173
657
$429K 0.02%
10,566
+1,193
658
$429K 0.02%
16,280
+1,135
659
$429K 0.02%
18,542
-9,960
660
$428K 0.02%
9,665
+1,394
661
$428K 0.02%
33,286
-14
662
$426K 0.02%
8,903
+616
663
$425K 0.02%
3,698
-481
664
$424K 0.02%
4,375
+4,315
665
$424K 0.02%
4,520
+443
666
$424K 0.02%
13,452
+2,363
667
$421K 0.02%
5,401
-208
668
$420K 0.02%
2,309
+1,429
669
$419K 0.02%
8,884
+247
670
$416K 0.02%
925
+150
671
$411K 0.02%
15,320
+2,368
672
$410K 0.02%
10,958
-3,216
673
$409K 0.02%
1,523
-3
674
$409K 0.02%
13,257
+30
675
$409K 0.02%
6,037
+806
25 26
27
28 29