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
1476
$68.6K ﹤0.01%
1,011
+228
1477
$68.5K ﹤0.01%
1,619
+60
1478
$68.5K ﹤0.01%
1,033
-8
1479
$68.4K ﹤0.01%
1,763
+522
1480
$68.4K ﹤0.01%
469
-317
1481
$68.1K ﹤0.01%
327
-6
1482
$68K ﹤0.01%
2,443
-2,176
1483
$68K ﹤0.01%
2,794
1484
$68K ﹤0.01%
933
+346
1485
$67.9K ﹤0.01%
1,089
+52
1486
$67.7K ﹤0.01%
453
-60
1487
$67.7K ﹤0.01%
501
+236
1488
$67.6K ﹤0.01%
1,125
+12
1489
$67.4K ﹤0.01%
4,277
+4,084
1490
$67.2K ﹤0.01%
+3,600
1491
$67K ﹤0.01%
1,184
+1,061
1492
$67K ﹤0.01%
1,172
1493
$66.9K ﹤0.01%
1,716
+219
1494
$66.9K ﹤0.01%
388
+60
1495
$66.8K ﹤0.01%
1,482
-3,199
1496
$66.5K ﹤0.01%
+4,000
1497
$66.5K ﹤0.01%
922
+24
1498
$66.4K ﹤0.01%
2,011
+49
1499
$66.4K ﹤0.01%
3,743
-257
1500
$66.3K ﹤0.01%
1,376
-3
58 59
60
61 62