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
1401
$81.7K ﹤0.01%
2,749
+78
1402
$81.6K ﹤0.01%
1,337
+30
1403
$81.5K ﹤0.01%
704
+624
1404
$81.3K ﹤0.01%
2,626
+573
1405
$81.1K ﹤0.01%
2,490
-1,645
1406
$81K ﹤0.01%
3,089
+2,489
1407
$80.9K ﹤0.01%
878
-336
1408
$80.6K ﹤0.01%
389
+17
1409
$80.6K ﹤0.01%
3,455
+356
1410
$80.6K ﹤0.01%
4,273
+30
1411
$80.6K ﹤0.01%
3,576
-2,277
1412
$80.4K ﹤0.01%
2,651
-1,944
1413
$79.9K ﹤0.01%
501
+357
1414
$79.7K ﹤0.01%
19,075
-6
1415
$79.4K ﹤0.01%
1,714
-110
1416
$78.9K ﹤0.01%
822
+119
1417
$78.8K ﹤0.01%
946
+941
1418
$78.6K ﹤0.01%
2,569
+276
1419
$78.6K ﹤0.01%
599
-1
1420
$78.1K ﹤0.01%
+1,597
1421
$78.1K ﹤0.01%
1,479
+628
1422
$77.8K ﹤0.01%
711
+47
1423
$77.7K ﹤0.01%
13,521
+3,310
1424
$77.7K ﹤0.01%
776
+74
1425
$77.6K ﹤0.01%
245
+11
55 56
57
58 59