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
901
$255K 0.01%
3,788
-346
902
$253K 0.01%
2,040
+1,817
903
$253K 0.01%
3,767
-237
904
$251K 0.01%
2,120
+471
905
$251K 0.01%
4,217
+232
906
$250K 0.01%
2,550
+242
907
$249K 0.01%
3,520
+882
908
$249K 0.01%
757
-763
909
$248K 0.01%
2,046
+450
910
$248K 0.01%
2,253
+446
911
$248K 0.01%
4,210
+881
912
$247K 0.01%
4,120
+1,251
913
$247K 0.01%
17,477
+455
914
$245K 0.01%
1,860
+1,750
915
$245K 0.01%
36,097
-14,115
916
$245K 0.01%
2,966
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917
$244K 0.01%
1,271
-19
918
$244K 0.01%
627
+28
919
$243K 0.01%
1,611
+278
920
$242K 0.01%
14,571
-911
921
$242K 0.01%
553
+48
922
$240K 0.01%
+4,951
923
$239K 0.01%
2,439
+422
924
$239K 0.01%
1,649
+494
925
$238K 0.01%
3,925
+1,244
35 36
37
38 39