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
1201
$126K ﹤0.01%
1,275
+900
1202
$126K ﹤0.01%
3,265
-1,579
1203
$125K ﹤0.01%
562
-630
1204
$125K ﹤0.01%
1,588
+84
1205
$125K ﹤0.01%
1,316
+55
1206
$125K ﹤0.01%
1,433
+299
1207
$124K ﹤0.01%
1,289
-1,363
1208
$123K ﹤0.01%
+4,725
1209
$123K ﹤0.01%
1,948
-48
1210
$123K ﹤0.01%
1,490
-16
1211
$123K ﹤0.01%
1,085
+174
1212
$122K ﹤0.01%
1,468
+29
1213
$122K ﹤0.01%
511
-322
1214
$122K ﹤0.01%
4,996
-852
1215
$122K ﹤0.01%
4,008
-38
1216
$121K ﹤0.01%
1,155
+156
1217
$121K ﹤0.01%
1,407
+30
1218
$120K ﹤0.01%
4,066
+1,932
1219
$120K ﹤0.01%
328
+46
1220
$120K ﹤0.01%
2,431
-78
1221
$120K ﹤0.01%
370
+162
1222
$120K ﹤0.01%
400
-570
1223
$120K ﹤0.01%
2,864
1224
$119K ﹤0.01%
3,442
+369
1225
$119K ﹤0.01%
5,768
-59,236
47 48
49
50 51