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
126
$3.72M 0.14%
69,954
+5,600
127
$3.72M 0.14%
72,693
+7,099
128
$3.7M 0.14%
52,200
+9,030
129
$3.67M 0.14%
19,483
-1,807
130
$3.67M 0.14%
119,062
+60,558
131
$3.66M 0.14%
16,560
+5,597
132
$3.66M 0.14%
12,110
+1,197
133
$3.65M 0.14%
37,398
+2,147
134
$3.54M 0.13%
29,737
+3,137
135
$3.5M 0.13%
10,870
+3,194
136
$3.49M 0.13%
29,187
+22,377
137
$3.45M 0.13%
38,280
+4,490
138
$3.43M 0.13%
33,145
+18,340
139
$3.34M 0.13%
5,372
-38
140
$3.3M 0.12%
65,642
+16,184
141
$3.3M 0.12%
70,263
-10,714
142
$3.28M 0.12%
141,582
+137,507
143
$3.23M 0.12%
26,612
+5,996
144
$3.21M 0.12%
33,973
+13,002
145
$3.16M 0.12%
107,410
+32,146
146
$3.15M 0.12%
8,044
+1,581
147
$3.1M 0.12%
18,301
+18,045
148
$3.09M 0.12%
47,532
+5,163
149
$3.05M 0.11%
18,560
+716
150
$3.04M 0.11%
89,083
+58,908
4 5
6
7 8