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
1501
$66.2K ﹤0.01%
576
-34
1502
$66.1K ﹤0.01%
368
+128
1503
$66K ﹤0.01%
2,479
+309
1504
$65.8K ﹤0.01%
6,000
+5,000
1505
$65.7K ﹤0.01%
201
1506
$65.6K ﹤0.01%
1,766
+1,750
1507
$65.5K ﹤0.01%
831
+631
1508
$65.5K ﹤0.01%
1,163
+940
1509
$65.3K ﹤0.01%
860
-81
1510
$65.2K ﹤0.01%
1,466
+1,211
1511
$64.9K ﹤0.01%
1,573
1512
$64.9K ﹤0.01%
438
-936
1513
$64.8K ﹤0.01%
486
+50
1514
$64.5K ﹤0.01%
1,815
+811
1515
$64.4K ﹤0.01%
1,004
1516
$64.3K ﹤0.01%
4,392
+91
1517
$64.3K ﹤0.01%
323
+33
1518
$64.2K ﹤0.01%
5,888
-750
1519
$64K ﹤0.01%
2,000
1520
$63.7K ﹤0.01%
639
+151
1521
$63.4K ﹤0.01%
464
+219
1522
$63.3K ﹤0.01%
1,493
+1,224
1523
$63.2K ﹤0.01%
4,000
1524
$63K ﹤0.01%
1,004
-85
1525
$62.9K ﹤0.01%
1,731
+68
59 60
61
62 63