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
801
$318K 0.01%
+8,843
802
$317K 0.01%
+5,849
803
$317K 0.01%
13,241
804
$316K 0.01%
+8,118
805
$315K 0.01%
13,947
+538
806
$315K 0.01%
10,563
-199
807
$315K 0.01%
8,385
-221
808
$314K 0.01%
1,822
+1,052
809
$312K 0.01%
4,688
-4
810
$312K 0.01%
6,404
-21
811
$311K 0.01%
2,277
+257
812
$311K 0.01%
1,427
+695
813
$310K 0.01%
1,385
+208
814
$310K 0.01%
4,704
+2,628
815
$308K 0.01%
2,721
+84
816
$306K 0.01%
+3,678
817
$306K 0.01%
2,562
+881
818
$306K 0.01%
3,467
+461
819
$306K 0.01%
2,903
+42
820
$305K 0.01%
14,227
821
$304K 0.01%
+9,440
822
$302K 0.01%
2,009
+100
823
$302K 0.01%
2,914
+455
824
$301K 0.01%
2,347
+2,253
825
$301K 0.01%
3,399
+1,656
31 32
33
34 35