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
926
$238K 0.01%
8,717
+5,322
927
$238K 0.01%
1,342
+1,072
928
$238K 0.01%
1,415
+9
929
$237K 0.01%
7,606
930
$237K 0.01%
1,916
+113
931
$237K 0.01%
877
-430
932
$237K 0.01%
985
-95
933
$236K 0.01%
75
+17
934
$235K 0.01%
694
-557
935
$232K 0.01%
4,957
+4,683
936
$231K 0.01%
1,466
-1,943
937
$230K 0.01%
501
+88
938
$230K 0.01%
1,277
+362
939
$229K 0.01%
+21,953
940
$229K 0.01%
3,692
-2,144
941
$228K 0.01%
5,585
-472
942
$227K 0.01%
134
-9
943
$225K 0.01%
2,798
+676
944
$224K 0.01%
9,148
-213
945
$223K 0.01%
3,456
-16
946
$223K 0.01%
1,641
+255
947
$223K 0.01%
6,717
+45
948
$223K 0.01%
1,523
+446
949
$223K 0.01%
1,103
+14
950
$223K 0.01%
12,000
36 37
38
39 40