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
1726
$43.5K ﹤0.01%
8,522
+568
1727
$43.3K ﹤0.01%
2,085
+2,029
1728
$43.1K ﹤0.01%
455
+378
1729
$43.1K ﹤0.01%
738
+366
1730
$43K ﹤0.01%
1,762
+906
1731
$43K ﹤0.01%
1,339
+92
1732
$42.9K ﹤0.01%
1,657
+35
1733
$42.9K ﹤0.01%
554
-32
1734
$42.9K ﹤0.01%
16,499
+1,487
1735
$42.8K ﹤0.01%
156
+30
1736
$42.7K ﹤0.01%
413
+104
1737
$42.6K ﹤0.01%
833
+676
1738
$42.5K ﹤0.01%
127
+26
1739
$42.2K ﹤0.01%
6,404
+4,091
1740
$42.1K ﹤0.01%
487
-3,101
1741
$42.1K ﹤0.01%
+2,092
1742
$42K ﹤0.01%
719
1743
$42K ﹤0.01%
211
+106
1744
$41.9K ﹤0.01%
686
+135
1745
$41.8K ﹤0.01%
433
+124
1746
$41.8K ﹤0.01%
891
+588
1747
$41.8K ﹤0.01%
8,966
+6,716
1748
$41.6K ﹤0.01%
1,395
+1,360
1749
$41.6K ﹤0.01%
770
+60
1750
$41.5K ﹤0.01%
1,397
-276
68 69
70
71 72