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
851
$286K 0.01%
21,300
+8,061
852
$285K 0.01%
3,408
+254
853
$285K 0.01%
3,326
+467
854
$285K 0.01%
8,254
+842
855
$283K 0.01%
7,925
856
$281K 0.01%
6,087
+4,688
857
$281K 0.01%
10,538
-1,106
858
$280K 0.01%
10,456
-1,216
859
$279K 0.01%
3,780
+3,162
860
$278K 0.01%
3,675
-358
861
$278K 0.01%
924
-635
862
$277K 0.01%
3,544
+340
863
$276K 0.01%
+2,000
864
$276K 0.01%
1,148
+114
865
$276K 0.01%
1,459
+1,112
866
$274K 0.01%
36,277
+24,000
867
$273K 0.01%
9,855
+8,019
868
$273K 0.01%
2,741
-33
869
$273K 0.01%
10,650
-222
870
$273K 0.01%
1,182
+378
871
$272K 0.01%
5,357
+757
872
$271K 0.01%
1,033
-578
873
$271K 0.01%
6,482
-47
874
$271K 0.01%
10,617
+3,488
875
$270K 0.01%
6,021
+1,019
33 34
35
36 37