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
1551
$59.5K ﹤0.01%
1,872
+1,680
1552
$59.4K ﹤0.01%
1,895
+281
1553
$59.3K ﹤0.01%
467
+347
1554
$59.2K ﹤0.01%
846
+26
1555
$59.2K ﹤0.01%
2,020
1556
$59.1K ﹤0.01%
4,620
-1,392
1557
$59.1K ﹤0.01%
5,206
+536
1558
$59K ﹤0.01%
1,230
+3
1559
$59K ﹤0.01%
4,801
-2,890
1560
$59K ﹤0.01%
+1,100
1561
$58.8K ﹤0.01%
33,423
+3,000
1562
$58.6K ﹤0.01%
1,609
-37
1563
$58.6K ﹤0.01%
2,110
+2,090
1564
$58.5K ﹤0.01%
9,366
+628
1565
$58.5K ﹤0.01%
741
+9
1566
$58.5K ﹤0.01%
+2,000
1567
$58.1K ﹤0.01%
211
+103
1568
$58.1K ﹤0.01%
182
+88
1569
$58K ﹤0.01%
2,573
+882
1570
$57.7K ﹤0.01%
1,220
-461
1571
$57.6K ﹤0.01%
1,291
+184
1572
$57.6K ﹤0.01%
427
-7
1573
$57.6K ﹤0.01%
2,033
+496
1574
$57.5K ﹤0.01%
1,209
+826
1575
$57.5K ﹤0.01%
889
+802
61 62
63
64 65