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
1001
$196K 0.01%
+3,513
1002
$195K 0.01%
8,155
+1,333
1003
$195K 0.01%
6,411
-31
1004
$194K 0.01%
8,280
1005
$194K 0.01%
+9,160
1006
$193K 0.01%
+3,650
1007
$193K 0.01%
961
+22
1008
$192K 0.01%
8,283
+1,426
1009
$191K 0.01%
3,218
+1,211
1010
$191K 0.01%
1,412
+87
1011
$190K 0.01%
468
+242
1012
$190K 0.01%
4,763
-674
1013
$189K 0.01%
12,987
+3,998
1014
$189K 0.01%
604
+23
1015
$188K 0.01%
1,677
+284
1016
$187K 0.01%
7,809
-7,746
1017
$186K 0.01%
2,173
+17
1018
$186K 0.01%
3,991
1019
$185K 0.01%
2,071
-1,103
1020
$185K 0.01%
3,664
+2,284
1021
$185K 0.01%
3,941
+908
1022
$184K 0.01%
10,174
+559
1023
$184K 0.01%
6,194
-44
1024
$184K 0.01%
647
+489
1025
$183K 0.01%
2,463
+984
39 40
41
42 43