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
1101
$156K 0.01%
10,028
+6,487
1102
$156K 0.01%
3,640
+883
1103
$156K 0.01%
1,092
+1,030
1104
$155K 0.01%
5,572
+1,557
1105
$155K 0.01%
4,000
1106
$155K 0.01%
2,725
-5,079
1107
$154K 0.01%
3,401
+3,134
1108
$153K 0.01%
3,451
+2,751
1109
$153K 0.01%
2,633
-1,851
1110
$153K 0.01%
1,995
+1,977
1111
$152K 0.01%
577
+167
1112
$152K 0.01%
6,504
+5,808
1113
$152K 0.01%
2,815
+2,736
1114
$152K 0.01%
5,887
+23
1115
$152K 0.01%
596
+36
1116
$151K 0.01%
1,706
+808
1117
$151K 0.01%
950
+50
1118
$150K 0.01%
602
-43
1119
$150K 0.01%
1,030
-48
1120
$150K 0.01%
3,085
+624
1121
$150K 0.01%
348
-7
1122
$150K 0.01%
+1,301
1123
$149K 0.01%
+5,698
1124
$149K 0.01%
1,345
-447
1125
$149K 0.01%
3,606
43 44
45
46 47