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
1176
$133K 0.01%
1,020
+613
1177
$133K 0.01%
587
-976
1178
$133K 0.01%
639
-278
1179
$133K 0.01%
1,619
+95
1180
$132K 0.01%
3,742
-301
1181
$132K 0.01%
5,406
-2,717
1182
$132K 0.01%
1,756
+94
1183
$132K ﹤0.01%
1,321
+534
1184
$132K ﹤0.01%
686
+195
1185
$131K ﹤0.01%
7,120
+45
1186
$130K ﹤0.01%
975
+184
1187
$130K ﹤0.01%
857
-2
1188
$130K ﹤0.01%
7,847
+166
1189
$130K ﹤0.01%
1,081
+258
1190
$130K ﹤0.01%
101
+65
1191
$129K ﹤0.01%
1,049
1192
$129K ﹤0.01%
635
-19
1193
$129K ﹤0.01%
3,574
+1,208
1194
$129K ﹤0.01%
816
+30
1195
$129K ﹤0.01%
10,183
+1,007
1196
$129K ﹤0.01%
242
-142
1197
$128K ﹤0.01%
356
+310
1198
$127K ﹤0.01%
591
+120
1199
$127K ﹤0.01%
4,855
+4,553
1200
$127K ﹤0.01%
3,529
-110
46 47
48
49 50