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
1651
$50K ﹤0.01%
2,220
-30,183
1652
$49.9K ﹤0.01%
+2,491
1653
$49.9K ﹤0.01%
279
-7
1654
$49.9K ﹤0.01%
1,055
-992
1655
$49.9K ﹤0.01%
404
+22
1656
$49.8K ﹤0.01%
954
+122
1657
$49.7K ﹤0.01%
1,426
+764
1658
$49.7K ﹤0.01%
597
+186
1659
$49.7K ﹤0.01%
2,816
+867
1660
$49.7K ﹤0.01%
4,293
+4,002
1661
$49.6K ﹤0.01%
+1,652
1662
$49.6K ﹤0.01%
2,143
+10
1663
$49.5K ﹤0.01%
1,900
1664
$49.3K ﹤0.01%
1,430
+1,344
1665
$49.2K ﹤0.01%
370
+366
1666
$49.2K ﹤0.01%
923
-349
1667
$49.1K ﹤0.01%
2,219
+1,625
1668
$49.1K ﹤0.01%
709
-103
1669
$49K ﹤0.01%
1,173
+181
1670
$49K ﹤0.01%
451
+85
1671
$48.9K ﹤0.01%
1,347
+1,315
1672
$48.9K ﹤0.01%
193
+39
1673
$48.9K ﹤0.01%
3,332
+2,044
1674
$48.9K ﹤0.01%
2,458
-38
1675
$48.9K ﹤0.01%
3,650
+3,052
65 66
67
68 69