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
1701
$45.4K ﹤0.01%
+1,279
1702
$45.4K ﹤0.01%
5,033
+1,033
1703
$45.4K ﹤0.01%
1,706
-1,652
1704
$45.2K ﹤0.01%
806
-3
1705
$45K ﹤0.01%
748
1706
$44.9K ﹤0.01%
287
-281
1707
$44.7K ﹤0.01%
602
+5
1708
$44.7K ﹤0.01%
493
+10
1709
$44.6K ﹤0.01%
819
+27
1710
$44.5K ﹤0.01%
1,096
1711
$44.5K ﹤0.01%
1,706
1712
$44.5K ﹤0.01%
643
+19
1713
$44.4K ﹤0.01%
719
-72
1714
$44.4K ﹤0.01%
200
+105
1715
$44.3K ﹤0.01%
1,149
+515
1716
$44.3K ﹤0.01%
1,761
+1,102
1717
$44.2K ﹤0.01%
159
-326
1718
$44.1K ﹤0.01%
103
+82
1719
$44.1K ﹤0.01%
491
-44
1720
$43.9K ﹤0.01%
455
+91
1721
$43.8K ﹤0.01%
1,074
-40
1722
$43.8K ﹤0.01%
1,109
-362
1723
$43.6K ﹤0.01%
+1,813
1724
$43.6K ﹤0.01%
822
+264
1725
$43.5K ﹤0.01%
4,802
+200
67 68
69
70 71