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
1376
$85.4K ﹤0.01%
1,609
+1,511
1377
$85.4K ﹤0.01%
3,182
1378
$85.1K ﹤0.01%
4,030
-39,607
1379
$84.9K ﹤0.01%
741
-93
1380
$84.7K ﹤0.01%
46
+1
1381
$84.6K ﹤0.01%
1,190
+194
1382
$84.1K ﹤0.01%
56
+3
1383
$84.1K ﹤0.01%
3,420
+922
1384
$83.7K ﹤0.01%
502
+58
1385
$83.5K ﹤0.01%
+3,000
1386
$83.4K ﹤0.01%
2,127
+143
1387
$83.2K ﹤0.01%
758
+526
1388
$83K ﹤0.01%
10,057
-372
1389
$83K ﹤0.01%
3,375
+1,022
1390
$82.5K ﹤0.01%
943
+920
1391
$82.5K ﹤0.01%
7,439
-150
1392
$82.5K ﹤0.01%
1,591
-863
1393
$82.4K ﹤0.01%
4,067
+4,000
1394
$82.4K ﹤0.01%
1,509
+416
1395
$82.3K ﹤0.01%
1,494
+1,477
1396
$82K ﹤0.01%
1,197
+69
1397
$81.9K ﹤0.01%
641
+37
1398
$81.9K ﹤0.01%
438
-1,136
1399
$81.8K ﹤0.01%
4,538
+3,323
1400
$81.8K ﹤0.01%
7,327
-2,719
54 55
56
57 58