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
51
$9.86M 0.37%
34,820
+5,386
52
$9.76M 0.37%
117,385
+62,018
53
$9.73M 0.37%
415,111
+41,498
54
$9.59M 0.36%
55,565
+16,335
55
$9.58M 0.36%
98,338
+1,289
56
$9.26M 0.35%
43,895
+3,604
57
$9.19M 0.34%
190,883
-14,668
58
$9.03M 0.34%
22,292
+2,872
59
$8.59M 0.32%
53,029
+7,372
60
$8.44M 0.32%
212,610
+152,090
61
$8.25M 0.31%
31,542
+5,089
62
$8.23M 0.31%
132,121
+16,451
63
$8.19M 0.31%
238,982
+171,460
64
$8.12M 0.3%
69,291
+12,986
65
$8.12M 0.3%
137,521
+23,049
66
$8.07M 0.3%
79,666
+2,673
67
$8.01M 0.3%
201,865
+141,345
68
$7.87M 0.3%
45,411
+4,245
69
$7.53M 0.28%
79,154
+6,086
70
$7.47M 0.28%
8,421
+1,409
71
$7.35M 0.28%
324,855
-289,731
72
$7.33M 0.27%
12,531
+332
73
$7.28M 0.27%
168,598
+105,777
74
$7.28M 0.27%
35,214
+67
75
$7.17M 0.27%
42,066
+6,728
1 2
3
4 5