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
1026
$183K 0.01%
4,131
+836
1027
$183K 0.01%
8,713
+8,252
1028
$183K 0.01%
5,842
-556
1029
$182K 0.01%
3,394
+75
1030
$182K 0.01%
1,035
+8
1031
$182K 0.01%
+10,955
1032
$181K 0.01%
1,056
+746
1033
$179K 0.01%
13,106
+2,862
1034
$179K 0.01%
2,881
-246
1035
$179K 0.01%
1,001
-81
1036
$179K 0.01%
6,955
+835
1037
$176K 0.01%
4,768
+100
1038
$176K 0.01%
7,613
-496
1039
$176K 0.01%
+6,506
1040
$175K 0.01%
2,482
+1,223
1041
$175K 0.01%
3,385
+46
1042
$175K 0.01%
15,588
+9,357
1043
$175K 0.01%
+2,996
1044
$173K 0.01%
986
+93
1045
$173K 0.01%
1,535
-1,689
1046
$173K 0.01%
5,500
-171
1047
$172K 0.01%
600
+29
1048
$172K 0.01%
22,497
1049
$172K 0.01%
8,328
+11
1050
$172K 0.01%
903
+8
40 41
42
43 44