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
1151
$141K 0.01%
865
+161
1152
$141K 0.01%
4,932
-21
1153
$140K 0.01%
13,781
+233
1154
$140K 0.01%
1,065
-362
1155
$140K 0.01%
1,271
-1,811
1156
$140K 0.01%
6,275
+6,099
1157
$139K 0.01%
3,341
1158
$139K 0.01%
2,900
+83
1159
$139K 0.01%
12,006
1160
$139K 0.01%
2,237
+75
1161
$139K 0.01%
3,701
-6,408
1162
$138K 0.01%
5,112
+301
1163
$138K 0.01%
1,116
+111
1164
$137K 0.01%
8,695
-384
1165
$137K 0.01%
1,031
+491
1166
$137K 0.01%
4,701
-561
1167
$137K 0.01%
2,168
+2,051
1168
$136K 0.01%
5,576
-9,081
1169
$135K 0.01%
6,148
+3,639
1170
$135K 0.01%
2,831
+1
1171
$135K 0.01%
37,590
1172
$134K 0.01%
1,850
+245
1173
$134K 0.01%
2,857
+195
1174
$134K 0.01%
3,199
+1,565
1175
$134K 0.01%
3,248
+2,950
45 46
47
48 49