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
676
$409K 0.02%
5,158
-162
677
$408K 0.02%
3,475
+177
678
$408K 0.02%
1,628
-152
679
$407K 0.02%
805
+105
680
$406K 0.02%
+13,876
681
$406K 0.02%
5,053
-18
682
$405K 0.02%
16,388
+15,873
683
$401K 0.02%
3,341
+3,326
684
$400K 0.02%
2,668
+247
685
$398K 0.01%
3,976
+347
686
$398K 0.01%
11,328
+1,881
687
$397K 0.01%
21,244
+6,750
688
$396K 0.01%
13,477
-1,175
689
$395K 0.01%
2,990
+137
690
$393K 0.01%
1,386
+5
691
$393K 0.01%
20,355
+1,540
692
$393K 0.01%
15,080
-29,132
693
$392K 0.01%
7,126
+853
694
$389K 0.01%
5,856
-3,293
695
$387K 0.01%
6,078
+535
696
$387K 0.01%
13,256
-3,795
697
$385K 0.01%
2,560
+894
698
$385K 0.01%
7,713
+1,008
699
$384K 0.01%
2,824
-42
700
$384K 0.01%
12,716
+1,533
26 27
28
29 30