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
1451
$73K ﹤0.01%
1,650
+24
1452
$73K ﹤0.01%
+2,198
1453
$72.9K ﹤0.01%
1,046
+108
1454
$72.7K ﹤0.01%
1,613
-2,838
1455
$72.6K ﹤0.01%
2,495
-39
1456
$72.4K ﹤0.01%
1,542
-1,060
1457
$72.4K ﹤0.01%
+4,623
1458
$72.3K ﹤0.01%
364
+92
1459
$72.3K ﹤0.01%
+1,412
1460
$72.1K ﹤0.01%
18,876
+10,275
1461
$72.1K ﹤0.01%
2,926
1462
$72K ﹤0.01%
2,865
+2,539
1463
$71.3K ﹤0.01%
753
+79
1464
$70.8K ﹤0.01%
2,162
+1,536
1465
$70.7K ﹤0.01%
3,004
-387
1466
$70.6K ﹤0.01%
3,008
+16
1467
$70.3K ﹤0.01%
5,907
+81
1468
$69.9K ﹤0.01%
237
+43
1469
$69.8K ﹤0.01%
891
+644
1470
$69.6K ﹤0.01%
389
-18
1471
$69K ﹤0.01%
2,701
-10,525
1472
$68.9K ﹤0.01%
1,854
+758
1473
$68.7K ﹤0.01%
429
-984
1474
$68.7K ﹤0.01%
3,190
+1,438
1475
$68.7K ﹤0.01%
7
-1
57 58
59
60 61