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
101
$4.8M 0.18%
45,170
+19,055
102
$4.68M 0.18%
72,234
+13,670
103
$4.6M 0.17%
27,037
+2,153
104
$4.59M 0.17%
23,263
+3,542
105
$4.57M 0.17%
36,349
+1,238
106
$4.52M 0.17%
108,316
+16,430
107
$4.49M 0.17%
69,473
+20,160
108
$4.48M 0.17%
29,062
+22,674
109
$4.47M 0.17%
8,629
+468
110
$4.44M 0.17%
78,686
+1,820
111
$4.4M 0.17%
140,093
+10,080
112
$4.37M 0.16%
15,951
-735
113
$4.36M 0.16%
42,005
+33,460
114
$4.32M 0.16%
40,430
-8,488
115
$4.27M 0.16%
35,276
+5,414
116
$4.21M 0.16%
83,285
-3,799
117
$4.12M 0.15%
16,937
-210
118
$4.1M 0.15%
41,888
+668
119
$4.09M 0.15%
48,890
+20,526
120
$4.04M 0.15%
41,994
+4,926
121
$4.01M 0.15%
72,171
+11,595
122
$3.96M 0.15%
58,643
+19,755
123
$3.86M 0.14%
41,973
+10,002
124
$3.77M 0.14%
13,625
+115
125
$3.77M 0.14%
62,900
+42,607
3 4
5
6 7