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
776
$332K 0.01%
6,442
+323
777
$332K 0.01%
6,470
+1,972
778
$331K 0.01%
1,173
+588
779
$330K 0.01%
17,944
+6,308
780
$330K 0.01%
+1,300
781
$329K 0.01%
1,657
+297
782
$329K 0.01%
+8,125
783
$328K 0.01%
3,681
+1,184
784
$328K 0.01%
7,831
-6,854
785
$327K 0.01%
2,052
+1,476
786
$327K 0.01%
5,872
+5,238
787
$326K 0.01%
4,942
+2,074
788
$326K 0.01%
2,435
+1,457
789
$326K 0.01%
2,242
-2,153
790
$325K 0.01%
13,106
+2,994
791
$325K 0.01%
955
+351
792
$325K 0.01%
2,323
+353
793
$324K 0.01%
1,088
+124
794
$324K 0.01%
2,445
+306
795
$324K 0.01%
936
+154
796
$323K 0.01%
9,708
+3,268
797
$321K 0.01%
3,835
-144
798
$321K 0.01%
6,427
+6,140
799
$320K 0.01%
+7,751
800
$319K 0.01%
5,642
+1
30 31
32
33 34