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
1901
$29.8K ﹤0.01%
1,221
-792
1902
$29.6K ﹤0.01%
667
1903
$29.6K ﹤0.01%
+460
1904
$29.5K ﹤0.01%
1,500
1905
$29.5K ﹤0.01%
123
+18
1906
$29.4K ﹤0.01%
1,134
-418
1907
$29.4K ﹤0.01%
224
+44
1908
$29.4K ﹤0.01%
2,384
+53
1909
$29.4K ﹤0.01%
269
1910
$29.4K ﹤0.01%
750
1911
$29.3K ﹤0.01%
724
+723
1912
$29.3K ﹤0.01%
368
+4
1913
$29.3K ﹤0.01%
518
+423
1914
$29.2K ﹤0.01%
1,267
+44
1915
$28.9K ﹤0.01%
176
+16
1916
$28.8K ﹤0.01%
332
+269
1917
$28.7K ﹤0.01%
+1,210
1918
$28.7K ﹤0.01%
1,503
1919
$28.4K ﹤0.01%
710
+21
1920
$28.4K ﹤0.01%
1,657
+1,595
1921
$28.4K ﹤0.01%
618
+200
1922
$28.3K ﹤0.01%
+2,252
1923
$28.3K ﹤0.01%
664
-3,926
1924
$28.3K ﹤0.01%
589
+276
1925
$28.2K ﹤0.01%
623
+200
75 76
77
78 79