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
1601
$54K ﹤0.01%
2,325
+20
1602
$53.8K ﹤0.01%
328
+10
1603
$53.7K ﹤0.01%
458
+105
1604
$53.7K ﹤0.01%
914
-196
1605
$53.5K ﹤0.01%
213,000
-75,043
1606
$53.5K ﹤0.01%
956
+417
1607
$53.4K ﹤0.01%
+616
1608
$53.4K ﹤0.01%
882
-993
1609
$53.3K ﹤0.01%
705
1610
$53.3K ﹤0.01%
2,266
+712
1611
$53.1K ﹤0.01%
1,125
-19
1612
$53.1K ﹤0.01%
1,573
-209
1613
$53K ﹤0.01%
850
-1,165
1614
$52.9K ﹤0.01%
1,390
+575
1615
$52.8K ﹤0.01%
2,573
-477
1616
$52.7K ﹤0.01%
308
-859
1617
$52.7K ﹤0.01%
491
+218
1618
$52.7K ﹤0.01%
1,247
+405
1619
$52.5K ﹤0.01%
353
+30
1620
$52.5K ﹤0.01%
1,136
1621
$52.4K ﹤0.01%
926
+301
1622
$52.4K ﹤0.01%
1,586
-144
1623
$52.3K ﹤0.01%
667
-142
1624
$52.2K ﹤0.01%
5,831
+2,094
1625
$52.2K ﹤0.01%
325
+127
63 64
65
66 67