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
1801
$36.8K ﹤0.01%
874
+6
1802
$36.7K ﹤0.01%
2,078
+2
1803
$36.7K ﹤0.01%
388
+88
1804
$36.6K ﹤0.01%
+275
1805
$36.5K ﹤0.01%
392
+4
1806
$36.3K ﹤0.01%
+1,630
1807
$36.2K ﹤0.01%
480
-6
1808
$36.1K ﹤0.01%
2,270
+685
1809
$36.1K ﹤0.01%
1,551
-84
1810
$35.9K ﹤0.01%
647
-335
1811
$35.9K ﹤0.01%
468
1812
$35.8K ﹤0.01%
127
+79
1813
$35.7K ﹤0.01%
6,102
+443
1814
$35.7K ﹤0.01%
+3,211
1815
$35.6K ﹤0.01%
546
-1,734
1816
$35.6K ﹤0.01%
529
1817
$35.5K ﹤0.01%
1,525
1818
$35.5K ﹤0.01%
792
-256
1819
$35.2K ﹤0.01%
753
+487
1820
$35.2K ﹤0.01%
1,605
+1,584
1821
$35.2K ﹤0.01%
+251
1822
$35.1K ﹤0.01%
+530
1823
$35.1K ﹤0.01%
1,450
-37
1824
$35.1K ﹤0.01%
1,389
-42
1825
$35K ﹤0.01%
518
-613
71 72
73
74 75