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
1526
$62.7K ﹤0.01%
+4,000
1527
$62.4K ﹤0.01%
1,180
+504
1528
$62.4K ﹤0.01%
2,375
+130
1529
$62.4K ﹤0.01%
+8,700
1530
$62K ﹤0.01%
941
+841
1531
$61.8K ﹤0.01%
+1,300
1532
$61.6K ﹤0.01%
11,520
1533
$61.5K ﹤0.01%
+1,644
1534
$61.3K ﹤0.01%
378
+15
1535
$61.2K ﹤0.01%
1,530
-28
1536
$61.1K ﹤0.01%
4,927
+3
1537
$61K ﹤0.01%
491
-200
1538
$60.8K ﹤0.01%
5,460
-907
1539
$60.6K ﹤0.01%
1,549
1540
$60.6K ﹤0.01%
2,158
+461
1541
$60.4K ﹤0.01%
904
-178
1542
$60.3K ﹤0.01%
+700
1543
$60.3K ﹤0.01%
306
+21
1544
$60.3K ﹤0.01%
273
-902
1545
$60.3K ﹤0.01%
247
-336
1546
$60K ﹤0.01%
582
+86
1547
$59.9K ﹤0.01%
1,948
-5,543
1548
$59.8K ﹤0.01%
695
+625
1549
$59.7K ﹤0.01%
7,910
-865
1550
$59.6K ﹤0.01%
417
+131
60 61
62
63 64