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
151
$3.03M 0.11%
35,814
-19,012
152
$3M 0.11%
33,974
+4,134
153
$2.97M 0.11%
78,946
+20,286
154
$2.95M 0.11%
12,429
+6,498
155
$2.91M 0.11%
28,941
+3,664
156
$2.91M 0.11%
3,250
+224
157
$2.89M 0.11%
40,223
+5,403
158
$2.89M 0.11%
43,106
+1,273
159
$2.86M 0.11%
62,754
+24,856
160
$2.83M 0.11%
4,833
+512
161
$2.79M 0.1%
10,084
+314
162
$2.77M 0.1%
146,524
-3,349
163
$2.76M 0.1%
24,287
-520
164
$2.75M 0.1%
16,171
+793
165
$2.74M 0.1%
8,268
+389
166
$2.73M 0.1%
57,246
-3,948
167
$2.71M 0.1%
25,161
-56
168
$2.68M 0.1%
7,427
-406
169
$2.68M 0.1%
24,286
-206
170
$2.66M 0.1%
119,799
+24,531
171
$2.63M 0.1%
31,445
+2,339
172
$2.6M 0.1%
62,928
+8,823
173
$2.58M 0.1%
15,104
-752
174
$2.55M 0.1%
44,106
+14,490
175
$2.51M 0.09%
22,968
+11,474
5 6
7
8 9