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
1326
$94.6K ﹤0.01%
1,351
+1,301
1327
$94.5K ﹤0.01%
7,313
+193
1328
$94.3K ﹤0.01%
4,161
+548
1329
$94K ﹤0.01%
1,647
+189
1330
$94K ﹤0.01%
2,596
-407
1331
$93.9K ﹤0.01%
1,445
-84
1332
$93.7K ﹤0.01%
239
+19
1333
$93.3K ﹤0.01%
16,109
1334
$92.7K ﹤0.01%
1,620
+1,028
1335
$92K ﹤0.01%
+4,334
1336
$91.9K ﹤0.01%
989
+3
1337
$91.7K ﹤0.01%
14,907
-2,727
1338
$91.4K ﹤0.01%
+1,440
1339
$91.3K ﹤0.01%
759
-658
1340
$91.3K ﹤0.01%
2,090
+400
1341
$91.3K ﹤0.01%
1,900
+1,300
1342
$91K ﹤0.01%
1,552
1343
$90.6K ﹤0.01%
1,350
-10
1344
$90.5K ﹤0.01%
1,881
+821
1345
$90.2K ﹤0.01%
+1,278
1346
$89.8K ﹤0.01%
1,519
-64
1347
$89.7K ﹤0.01%
540
+36
1348
$89.6K ﹤0.01%
2,335
+1,126
1349
$89K ﹤0.01%
2,363
1350
$88.7K ﹤0.01%
1,975
+1,927
52 53
54
55 56