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
1301
$99.7K ﹤0.01%
2,327
1302
$99.6K ﹤0.01%
+1,550
1303
$99.6K ﹤0.01%
840
+358
1304
$99.5K ﹤0.01%
1,103
+342
1305
$98.9K ﹤0.01%
8,521
+769
1306
$98.9K ﹤0.01%
1,720
+182
1307
$98.8K ﹤0.01%
1,000
-43
1308
$98.7K ﹤0.01%
1,363
-193
1309
$98.4K ﹤0.01%
+1,833
1310
$98.3K ﹤0.01%
3,328
+964
1311
$98.3K ﹤0.01%
796
+164
1312
$97.8K ﹤0.01%
3,601
+34
1313
$97.4K ﹤0.01%
2,663
+880
1314
$97.4K ﹤0.01%
2,876
+182
1315
$97.4K ﹤0.01%
1,270
+108
1316
$97K ﹤0.01%
4,424
+3,977
1317
$96.9K ﹤0.01%
16,014
1318
$96.5K ﹤0.01%
1,095
-327
1319
$96.4K ﹤0.01%
407
+106
1320
$95.8K ﹤0.01%
662
+53
1321
$95.7K ﹤0.01%
1,323
+149
1322
$95.7K ﹤0.01%
2,519
+475
1323
$95.6K ﹤0.01%
411
-5
1324
$95.4K ﹤0.01%
4,301
+4,266
1325
$94.7K ﹤0.01%
1,520
+838
51 52
53
54 55