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
1251
$113K ﹤0.01%
6,777
+7
1252
$113K ﹤0.01%
5,187
+5
1253
$112K ﹤0.01%
2,194
-85
1254
$112K ﹤0.01%
2,746
+1,609
1255
$112K ﹤0.01%
3,082
+2,164
1256
$111K ﹤0.01%
1,825
+432
1257
$111K ﹤0.01%
3,883
-614
1258
$111K ﹤0.01%
825
+6
1259
$111K ﹤0.01%
3,365
1260
$111K ﹤0.01%
664
+13
1261
$111K ﹤0.01%
109,409
+30,447
1262
$110K ﹤0.01%
2,264
+280
1263
$109K ﹤0.01%
86
+45
1264
$109K ﹤0.01%
25,782
1265
$109K ﹤0.01%
+4,497
1266
$109K ﹤0.01%
5,414
-47
1267
$108K ﹤0.01%
4,114
+4,053
1268
$108K ﹤0.01%
8,032
-15,330
1269
$107K ﹤0.01%
1,902
+147
1270
$107K ﹤0.01%
+1,646
1271
$106K ﹤0.01%
1,949
+19
1272
$106K ﹤0.01%
2,482
+290
1273
$106K ﹤0.01%
2,136
-11,253
1274
$106K ﹤0.01%
401
+19
1275
$106K ﹤0.01%
769
+526
49 50
51
52 53