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
1876
$31.4K ﹤0.01%
278
+273
1877
$31.4K ﹤0.01%
912
+4
1878
$31.3K ﹤0.01%
476
+422
1879
$31.1K ﹤0.01%
+1,127
1880
$31.1K ﹤0.01%
160
+7
1881
$31K ﹤0.01%
1,553
+369
1882
$30.9K ﹤0.01%
2,957
-1,538
1883
$30.9K ﹤0.01%
892
-1,083
1884
$30.8K ﹤0.01%
8,000
1885
$30.7K ﹤0.01%
1,977
+106
1886
$30.7K ﹤0.01%
4,710
1887
$30.5K ﹤0.01%
6,071
+6
1888
$30.5K ﹤0.01%
2,730
+2,428
1889
$30.4K ﹤0.01%
358
+281
1890
$30.3K ﹤0.01%
5,801
-2,799
1891
$30.3K ﹤0.01%
839
+134
1892
$30.2K ﹤0.01%
+1,400
1893
$30.2K ﹤0.01%
494
+390
1894
$30.1K ﹤0.01%
418
+185
1895
$30.1K ﹤0.01%
+1,515
1896
$30.1K ﹤0.01%
+744
1897
$29.9K ﹤0.01%
310
+155
1898
$29.9K ﹤0.01%
1,988
+240
1899
$29.9K ﹤0.01%
4,812
+4,720
1900
$29.8K ﹤0.01%
55
-6
74 75
76
77 78