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
976
$208K 0.01%
6,988
+3,494
977
$207K 0.01%
+6,784
978
$206K 0.01%
1,648
-373
979
$205K 0.01%
3,094
+169
980
$205K 0.01%
1,961
+198
981
$205K 0.01%
3,616
+343
982
$204K 0.01%
3,000
+123
983
$203K 0.01%
860
+101
984
$203K 0.01%
3,081
-3,302
985
$203K 0.01%
8,100
986
$203K 0.01%
338
+324
987
$203K 0.01%
4,016
+174
988
$203K 0.01%
1,609
+165
989
$203K 0.01%
1,761
-232
990
$202K 0.01%
1,113
+67
991
$202K 0.01%
5,702
-5,011
992
$202K 0.01%
3,161
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993
$202K 0.01%
4,460
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994
$201K 0.01%
3,248
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995
$201K 0.01%
2,172
+202
996
$201K 0.01%
1,606
-2,650
997
$199K 0.01%
2,235
+8
998
$198K 0.01%
950
-263
999
$197K 0.01%
6,132
+6,053
1000
$197K 0.01%
8,841
-476
38 39
40
41 42