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
1051
$172K 0.01%
2,568
+1,134
1052
$172K 0.01%
2,986
1053
$171K 0.01%
3,782
+60
1054
$171K 0.01%
11,618
+1,883
1055
$171K 0.01%
317
+33
1056
$170K 0.01%
+14,084
1057
$170K 0.01%
2,031
+128
1058
$170K 0.01%
6,635
+2,139
1059
$170K 0.01%
4,879
-43
1060
$170K 0.01%
1,256
+1
1061
$169K 0.01%
3,224
+276
1062
$169K 0.01%
+14,110
1063
$169K 0.01%
4,022
+42
1064
$169K 0.01%
4,612
+748
1065
$168K 0.01%
1,619
+64
1066
$168K 0.01%
3,500
+2,396
1067
$168K 0.01%
11,429
+4
1068
$168K 0.01%
1,403
-4,152
1069
$168K 0.01%
5,858
-10,424
1070
$167K 0.01%
3,548
+388
1071
$166K 0.01%
2,671
-698
1072
$166K 0.01%
1,356
1073
$166K 0.01%
4,865
+3,120
1074
$165K 0.01%
2,006
-157
1075
$165K 0.01%
924
-6
41 42
43
44 45