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
1076
$165K 0.01%
2,861
+309
1077
$165K 0.01%
4,463
-41
1078
$164K 0.01%
1,404
+1,062
1079
$164K 0.01%
2,018
+434
1080
$164K 0.01%
10,748
+3,412
1081
$163K 0.01%
6,892
-783
1082
$163K 0.01%
668
+28
1083
$163K 0.01%
2,290
-1,054
1084
$162K 0.01%
854
+346
1085
$162K 0.01%
1,021
+243
1086
$161K 0.01%
1,356
+426
1087
$161K 0.01%
2,652
+855
1088
$161K 0.01%
1,725
+405
1089
$160K 0.01%
2,277
+1,797
1090
$160K 0.01%
3,765
-476
1091
$159K 0.01%
1,797
+966
1092
$159K 0.01%
777
+81
1093
$158K 0.01%
8,208
+475
1094
$158K 0.01%
997
-439
1095
$158K 0.01%
4,454
-289
1096
$158K 0.01%
1,025
+553
1097
$157K 0.01%
715
+43
1098
$157K 0.01%
5,726
+5,224
1099
$157K 0.01%
+2,299
1100
$156K 0.01%
6,007
+6
42 43
44
45 46