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
1926
$28.2K ﹤0.01%
+798
1927
$28.2K ﹤0.01%
810
-8
1928
$28.2K ﹤0.01%
723
+710
1929
$28K ﹤0.01%
1,714
-34
1930
$28K ﹤0.01%
1,098
+367
1931
$27.9K ﹤0.01%
1,126
+804
1932
$27.9K ﹤0.01%
2,024
+1,981
1933
$27.8K ﹤0.01%
655
-82
1934
$27.6K ﹤0.01%
577
+527
1935
$27.6K ﹤0.01%
540
1936
$27.5K ﹤0.01%
1,023
+3
1937
$27.5K ﹤0.01%
923
-239
1938
$27.5K ﹤0.01%
2,496
-37
1939
$27.5K ﹤0.01%
584
+160
1940
$27.5K ﹤0.01%
1,435
+368
1941
$27.4K ﹤0.01%
1,120
1942
$27.3K ﹤0.01%
220
-1,437
1943
$27.3K ﹤0.01%
274
+91
1944
$27.3K ﹤0.01%
+1,000
1945
$27.2K ﹤0.01%
3,000
1946
$27.2K ﹤0.01%
821
1947
$27.2K ﹤0.01%
347
1948
$27K ﹤0.01%
136
-3
1949
$27K ﹤0.01%
+650
1950
$27K ﹤0.01%
137
-89
76 77
78
79 80