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
876
$270K 0.01%
1,922
+321
877
$268K 0.01%
4,320
+1,271
878
$268K 0.01%
2,832
+102
879
$268K 0.01%
8,805
-5,610
880
$267K 0.01%
7,617
-1,613
881
$267K 0.01%
2,633
+1,515
882
$267K 0.01%
5,788
-43
883
$266K 0.01%
187
+17
884
$265K 0.01%
22,266
+21,822
885
$264K 0.01%
3,692
+3,495
886
$264K 0.01%
6,636
+5,993
887
$264K 0.01%
14,547
-16,001
888
$263K 0.01%
2,353
+152
889
$263K 0.01%
11,206
+56
890
$263K 0.01%
2,940
+1,486
891
$261K 0.01%
882
+113
892
$261K 0.01%
29,880
893
$260K 0.01%
8,133
+12
894
$260K 0.01%
5,065
895
$259K 0.01%
26,458
896
$258K 0.01%
1,273
-21
897
$257K 0.01%
15,521
+2,289
898
$256K 0.01%
1,139
+307
899
$256K 0.01%
+8,973
900
$256K 0.01%
2,335
+417
34 35
36
37 38