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
1826
$35K ﹤0.01%
290
+6
1827
$34.9K ﹤0.01%
478
+13
1828
$34.8K ﹤0.01%
1,098
+10
1829
$34.6K ﹤0.01%
220
-295
1830
$34.6K ﹤0.01%
1,025
-13
1831
$34.5K ﹤0.01%
3,155
+3,135
1832
$34.4K ﹤0.01%
3,273
1833
$34.4K ﹤0.01%
789
+603
1834
$34.3K ﹤0.01%
+1,400
1835
$34.2K ﹤0.01%
+8,000
1836
$34.2K ﹤0.01%
785
1837
$34.1K ﹤0.01%
677
+85
1838
$34K ﹤0.01%
378
+24
1839
$33.9K ﹤0.01%
+1,650
1840
$33.8K ﹤0.01%
935
+95
1841
$33.8K ﹤0.01%
1,976
+557
1842
$33.8K ﹤0.01%
555
+200
1843
$33.8K ﹤0.01%
1,306
+38
1844
$33.8K ﹤0.01%
752
1845
$33.6K ﹤0.01%
654
+384
1846
$33.5K ﹤0.01%
863
+93
1847
$33.4K ﹤0.01%
2,751
+405
1848
$33.4K ﹤0.01%
1,253
-6,104
1849
$33.3K ﹤0.01%
154
+141
1850
$33.2K ﹤0.01%
3,948
-80
72 73
74
75 76