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
1626
$52K ﹤0.01%
798
+214
1627
$52K ﹤0.01%
216
+53
1628
$51.9K ﹤0.01%
2,073
+1,358
1629
$51.8K ﹤0.01%
544
+261
1630
$51.5K ﹤0.01%
836
+76
1631
$51.3K ﹤0.01%
1,332
-35
1632
$51.3K ﹤0.01%
1,634
-129
1633
$51.2K ﹤0.01%
12,709
-2,963
1634
$51.1K ﹤0.01%
288
+3
1635
$51.1K ﹤0.01%
487
-39
1636
$51K ﹤0.01%
+1,000
1637
$51K ﹤0.01%
946
+850
1638
$50.9K ﹤0.01%
442
1639
$50.9K ﹤0.01%
1,964
-1,842
1640
$50.7K ﹤0.01%
500
1641
$50.7K ﹤0.01%
1,396
-51
1642
$50.6K ﹤0.01%
+3,722
1643
$50.6K ﹤0.01%
1,296
+951
1644
$50.2K ﹤0.01%
715
-752
1645
$50.2K ﹤0.01%
2,568
-1,348
1646
$50.2K ﹤0.01%
+16
1647
$50.1K ﹤0.01%
+1,244
1648
$50K ﹤0.01%
2,210
-327
1649
$50K ﹤0.01%
817
+116
1650
$50K ﹤0.01%
+2,261
64 65
66
67 68