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
1276
$106K ﹤0.01%
3,247
-259
1277
$105K ﹤0.01%
809
+26
1278
$105K ﹤0.01%
3,006
+2,971
1279
$105K ﹤0.01%
1,076
-7
1280
$105K ﹤0.01%
1,940
-8
1281
$104K ﹤0.01%
1,056
+260
1282
$104K ﹤0.01%
2,077
+489
1283
$104K ﹤0.01%
657
-386
1284
$104K ﹤0.01%
10,300
1285
$104K ﹤0.01%
2,046
+28
1286
$104K ﹤0.01%
6,000
1287
$104K ﹤0.01%
2,418
-12
1288
$104K ﹤0.01%
325
-3
1289
$103K ﹤0.01%
8,859
-30,549
1290
$103K ﹤0.01%
+3,580
1291
$102K ﹤0.01%
920
+692
1292
$102K ﹤0.01%
4,234
+4,181
1293
$102K ﹤0.01%
3,940
+3,246
1294
$101K ﹤0.01%
2,750
1295
$101K ﹤0.01%
+1,901
1296
$101K ﹤0.01%
1,424
+348
1297
$100K ﹤0.01%
602
+112
1298
$99.8K ﹤0.01%
1,138
+806
1299
$99.7K ﹤0.01%
890
+101
1300
$99.7K ﹤0.01%
6,530
+110
50 51
52
53 54