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
1126
$149K 0.01%
571
1127
$148K 0.01%
2,309
+86
1128
$148K 0.01%
4,037
-381
1129
$148K 0.01%
2,713
+288
1130
$148K 0.01%
2,943
+2,774
1131
$147K 0.01%
1,130
+60
1132
$147K 0.01%
5,930
+1,066
1133
$146K 0.01%
7,467
+1,426
1134
$146K 0.01%
2,129
+299
1135
$146K 0.01%
1,595
-87
1136
$145K 0.01%
24,599
+11,557
1137
$145K 0.01%
7,733
+1,508
1138
$145K 0.01%
15,389
+9,037
1139
$144K 0.01%
1,064
+118
1140
$144K 0.01%
2,195
1141
$144K 0.01%
92
-5
1142
$144K 0.01%
1,100
+176
1143
$144K 0.01%
2,689
-226
1144
$144K 0.01%
669
-57
1145
$142K 0.01%
3,707
+785
1146
$142K 0.01%
3,750
1147
$141K 0.01%
5,580
-3,144
1148
$141K 0.01%
409
+123
1149
$141K 0.01%
3,863
-2,376
1150
$141K 0.01%
2,258
+26
44 45
46
47 48