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
1426
$77.4K ﹤0.01%
12,173
-2,997
1427
$77.3K ﹤0.01%
724
+129
1428
$77.1K ﹤0.01%
1,317
+300
1429
$76.7K ﹤0.01%
518
+16
1430
$76.6K ﹤0.01%
+1,390
1431
$76.3K ﹤0.01%
2,974
+2,450
1432
$76.2K ﹤0.01%
485
+316
1433
$75.9K ﹤0.01%
1,699
+1,514
1434
$75.6K ﹤0.01%
2,500
1435
$75.5K ﹤0.01%
4,084
+249
1436
$75.4K ﹤0.01%
+2,900
1437
$75K ﹤0.01%
+3,051
1438
$74.7K ﹤0.01%
564
+506
1439
$74.6K ﹤0.01%
4,401
+116
1440
$74.6K ﹤0.01%
1,005
+71
1441
$74.5K ﹤0.01%
4,593
-25
1442
$74.5K ﹤0.01%
1,537
+256
1443
$74.4K ﹤0.01%
767
1444
$74.2K ﹤0.01%
3,837
1445
$74.1K ﹤0.01%
724
+541
1446
$73.5K ﹤0.01%
478
+35
1447
$73.5K ﹤0.01%
+1,471
1448
$73.4K ﹤0.01%
1,896
+107
1449
$73.1K ﹤0.01%
2,057
-791
1450
$73.1K ﹤0.01%
926
+249
56 57
58
59 60