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
1751
$41.3K ﹤0.01%
400
1752
$41.2K ﹤0.01%
+600
1753
$41.2K ﹤0.01%
123
-181
1754
$41.1K ﹤0.01%
665
-80
1755
$40.9K ﹤0.01%
1,836
+198
1756
$40.7K ﹤0.01%
648
+582
1757
$40.7K ﹤0.01%
416
+139
1758
$40.7K ﹤0.01%
526
+48
1759
$40.6K ﹤0.01%
669
+474
1760
$40.4K ﹤0.01%
6,360
1761
$40.4K ﹤0.01%
1,914
+1,034
1762
$40.3K ﹤0.01%
94
-39
1763
$40.2K ﹤0.01%
725
-64
1764
$40.1K ﹤0.01%
980
+177
1765
$40.1K ﹤0.01%
977
+227
1766
$40K ﹤0.01%
580
+150
1767
$39.9K ﹤0.01%
721
+398
1768
$39.8K ﹤0.01%
572
+16
1769
$39.8K ﹤0.01%
225
-41
1770
$39.6K ﹤0.01%
646
+570
1771
$39.5K ﹤0.01%
1,305
+568
1772
$39.4K ﹤0.01%
552
+385
1773
$39.3K ﹤0.01%
641
+1
1774
$39.3K ﹤0.01%
1,213
-89
1775
$39K ﹤0.01%
+820
69 70
71
72 73