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
1226
$119K ﹤0.01%
511
+10
1227
$118K ﹤0.01%
6,241
+5,810
1228
$118K ﹤0.01%
2,083
-59
1229
$118K ﹤0.01%
2,474
-62
1230
$118K ﹤0.01%
2,325
+142
1231
$118K ﹤0.01%
1,728
-633
1232
$118K ﹤0.01%
961
+41
1233
$117K ﹤0.01%
2,181
+2,136
1234
$117K ﹤0.01%
834
-788
1235
$117K ﹤0.01%
+12,786
1236
$116K ﹤0.01%
10,936
+2,715
1237
$116K ﹤0.01%
2,788
+2,069
1238
$116K ﹤0.01%
1,293
+76
1239
$115K ﹤0.01%
2,988
1240
$115K ﹤0.01%
1,120
+96
1241
$115K ﹤0.01%
3,040
+1,295
1242
$114K ﹤0.01%
697
+62
1243
$114K ﹤0.01%
+4,906
1244
$114K ﹤0.01%
1,584
+1,087
1245
$113K ﹤0.01%
4,910
1246
$113K ﹤0.01%
+3,826
1247
$113K ﹤0.01%
391
-77
1248
$113K ﹤0.01%
3,240
+2,440
1249
$113K ﹤0.01%
1,201
+717
1250
$113K ﹤0.01%
271
+245
48 49
50
51 52