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
1851
$33.1K ﹤0.01%
+8,543
1852
$33K ﹤0.01%
295
+45
1853
$32.8K ﹤0.01%
1,159
-8
1854
$32.6K ﹤0.01%
310
-13
1855
$32.5K ﹤0.01%
572
+11
1856
$32.4K ﹤0.01%
709
+699
1857
$32.4K ﹤0.01%
763
1858
$32.4K ﹤0.01%
1,160
+40
1859
$32.4K ﹤0.01%
1,530
1860
$32.3K ﹤0.01%
369
+24
1861
$32.3K ﹤0.01%
594
+105
1862
$32.2K ﹤0.01%
305
1863
$32.2K ﹤0.01%
617
+584
1864
$32.1K ﹤0.01%
389
+379
1865
$32.1K ﹤0.01%
650
-282
1866
$32K ﹤0.01%
264
+29
1867
$31.9K ﹤0.01%
778
-9
1868
$31.8K ﹤0.01%
151
+139
1869
$31.8K ﹤0.01%
575
+452
1870
$31.8K ﹤0.01%
1,979
-1,079
1871
$31.7K ﹤0.01%
255
1872
$31.6K ﹤0.01%
387
+274
1873
$31.6K ﹤0.01%
1,875
1874
$31.5K ﹤0.01%
+265
1875
$31.5K ﹤0.01%
292
+75
73 74
75
76 77