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
1351
$88.5K ﹤0.01%
631
-1,183
1352
$88.5K ﹤0.01%
2,216
+1
1353
$88.4K ﹤0.01%
2,644
+184
1354
$88.3K ﹤0.01%
2,345
-132
1355
$88.2K ﹤0.01%
1,225
+176
1356
$88.2K ﹤0.01%
+1,855
1357
$88.1K ﹤0.01%
6,212
+5,450
1358
$88.1K ﹤0.01%
853
+302
1359
$88K ﹤0.01%
2,161
+275
1360
$88K ﹤0.01%
12,371
-2,982
1361
$87.9K ﹤0.01%
3,745
+795
1362
$87.8K ﹤0.01%
2,229
+665
1363
$87.8K ﹤0.01%
4,372
+1,891
1364
$87.7K ﹤0.01%
5,000
1365
$87.5K ﹤0.01%
3,916
+3,266
1366
$87.2K ﹤0.01%
1,749
+496
1367
$87.1K ﹤0.01%
+1,749
1368
$87.1K ﹤0.01%
723
+205
1369
$86.9K ﹤0.01%
1,776
+552
1370
$86.9K ﹤0.01%
3,121
-5,405
1371
$86.7K ﹤0.01%
667
+2
1372
$86.5K ﹤0.01%
+3,520
1373
$86.5K ﹤0.01%
2,500
+2,460
1374
$86.4K ﹤0.01%
+4,507
1375
$85.5K ﹤0.01%
1,347
+297
53 54
55
56 57