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
826
$301K 0.01%
10,170
+500
827
$300K 0.01%
2,561
-11
828
$300K 0.01%
1,879
-1,526
829
$299K 0.01%
1,995
+203
830
$298K 0.01%
3,498
+3,233
831
$298K 0.01%
1,685
-1,295
832
$297K 0.01%
2,274
+1,671
833
$297K 0.01%
1,349
-67
834
$295K 0.01%
4,032
+430
835
$295K 0.01%
3,275
+2,308
836
$295K 0.01%
1,071
+201
837
$294K 0.01%
7,246
+2,339
838
$294K 0.01%
1,683
+529
839
$294K 0.01%
1,389
+700
840
$293K 0.01%
5,199
+732
841
$293K 0.01%
6,256
-79
842
$292K 0.01%
10,037
+3,607
843
$292K 0.01%
33,122
-1,118
844
$291K 0.01%
1,604
+198
845
$291K 0.01%
2,664
+564
846
$291K 0.01%
+9,572
847
$290K 0.01%
24,348
+23,222
848
$290K 0.01%
8,701
+3,719
849
$288K 0.01%
1,944
+207
850
$288K 0.01%
326
+3
32 33
34
35 36