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
1776
$38.9K ﹤0.01%
+2,700
1777
$38.8K ﹤0.01%
+1,455
1778
$38.8K ﹤0.01%
1,137
+12
1779
$38.5K ﹤0.01%
259
-1,060
1780
$38.5K ﹤0.01%
3,000
1781
$38.4K ﹤0.01%
1,252
-4
1782
$38.4K ﹤0.01%
665
1783
$38.3K ﹤0.01%
274
+123
1784
$38.1K ﹤0.01%
846
+258
1785
$38.1K ﹤0.01%
1,634
1786
$38K ﹤0.01%
355
+25
1787
$38K ﹤0.01%
1,260
+50
1788
$37.8K ﹤0.01%
506
+58
1789
$37.7K ﹤0.01%
302
+12
1790
$37.6K ﹤0.01%
972
+971
1791
$37.6K ﹤0.01%
+2,437
1792
$37.5K ﹤0.01%
+5,000
1793
$37.4K ﹤0.01%
1,148
1794
$37.4K ﹤0.01%
439
-205
1795
$37.2K ﹤0.01%
6,906
1796
$37.2K ﹤0.01%
458
+1
1797
$37.1K ﹤0.01%
558
-57
1798
$37K ﹤0.01%
554
+11
1799
$37K ﹤0.01%
578
+550
1800
$36.8K ﹤0.01%
82
-127
70 71
72
73 74