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
751
$348K 0.01%
3,015
+920
752
$347K 0.01%
11,448
+10,995
753
$346K 0.01%
5,995
+841
754
$346K 0.01%
6,631
-128
755
$346K 0.01%
6,306
+2,608
756
$346K 0.01%
1,582
+266
757
$345K 0.01%
12,766
+2,743
758
$345K 0.01%
8,269
+1,497
759
$344K 0.01%
3,544
+188
760
$343K 0.01%
4,443
+271
761
$342K 0.01%
728
+331
762
$342K 0.01%
4,660
-1,413
763
$340K 0.01%
13,000
764
$340K 0.01%
+29,498
765
$340K 0.01%
+16,122
766
$337K 0.01%
8,706
+1,218
767
$335K 0.01%
6,857
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768
$335K 0.01%
5,253
+295
769
$335K 0.01%
9,788
-1,171
770
$334K 0.01%
2,635
-338
771
$334K 0.01%
5,428
-734
772
$333K 0.01%
5,418
+127
773
$333K 0.01%
2,401
+994
774
$333K 0.01%
3,801
+2,834
775
$332K 0.01%
3,832
-309
29 30
31
32 33