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
951
$223K 0.01%
6,541
+2,473
952
$222K 0.01%
1,749
-2,603
953
$222K 0.01%
11,019
+95
954
$221K 0.01%
2,800
-555
955
$220K 0.01%
1,771
+271
956
$219K 0.01%
6,844
+544
957
$219K 0.01%
1,543
+1,419
958
$219K 0.01%
2,586
-2,175
959
$218K 0.01%
19,202
+124
960
$217K 0.01%
16,569
961
$216K 0.01%
7,965
+1,370
962
$215K 0.01%
3,085
+526
963
$215K 0.01%
747
-1,109
964
$215K 0.01%
389
+374
965
$214K 0.01%
4,177
+2,017
966
$213K 0.01%
4,255
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967
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3,177
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968
$213K 0.01%
2,282
+2,179
969
$212K 0.01%
1,056
-368
970
$211K 0.01%
719
+22
971
$210K 0.01%
1,304
+32
972
$209K 0.01%
812
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973
$209K 0.01%
3,258
+1,388
974
$209K 0.01%
4,039
-16,778
975
$208K 0.01%
476
-107
37 38
39
40 41