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
1576
$57.1K ﹤0.01%
2,430
+2,395
1577
$57K ﹤0.01%
1,079
-181
1578
$56.9K ﹤0.01%
845
-5,770
1579
$56.8K ﹤0.01%
1,384
+253
1580
$56.7K ﹤0.01%
1,308
+144
1581
$56.6K ﹤0.01%
784
+50
1582
$56.6K ﹤0.01%
1,347
-1,416
1583
$56.6K ﹤0.01%
221
-763
1584
$56.4K ﹤0.01%
3,092
+183
1585
$55.8K ﹤0.01%
3,201
+1,745
1586
$55.4K ﹤0.01%
+1,419
1587
$55K ﹤0.01%
1,437
+1,066
1588
$54.9K ﹤0.01%
1,125
1589
$54.9K ﹤0.01%
479
1590
$54.9K ﹤0.01%
1,450
+63
1591
$54.7K ﹤0.01%
1,395
1592
$54.7K ﹤0.01%
343
+270
1593
$54.5K ﹤0.01%
841
-558
1594
$54.4K ﹤0.01%
4,031
-8
1595
$54.3K ﹤0.01%
454
1596
$54.3K ﹤0.01%
519
-27
1597
$54.2K ﹤0.01%
110
-141
1598
$54.1K ﹤0.01%
1,190
-721
1599
$54K ﹤0.01%
3,558
-148
1600
$54K ﹤0.01%
1,748
+151
62 63
64
65 66