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
1951
$27K ﹤0.01%
155
-15
1952
$26.9K ﹤0.01%
317
-36
1953
$26.8K ﹤0.01%
413
+157
1954
$26.8K ﹤0.01%
+547
1955
$26.7K ﹤0.01%
502
+24
1956
$26.6K ﹤0.01%
600
+559
1957
$26.5K ﹤0.01%
379
+277
1958
$26.5K ﹤0.01%
587
+450
1959
$26.4K ﹤0.01%
10,990
-6,000
1960
$26.1K ﹤0.01%
+350
1961
$26.1K ﹤0.01%
2,027
1962
$26.1K ﹤0.01%
+791
1963
$25.8K ﹤0.01%
2,300
+1,000
1964
$25.7K ﹤0.01%
239
+12
1965
$25.6K ﹤0.01%
234
+37
1966
$25.6K ﹤0.01%
2,302
+19
1967
$25.5K ﹤0.01%
502
+321
1968
$25.5K ﹤0.01%
265
+104
1969
$25.5K ﹤0.01%
208
+168
1970
$25.4K ﹤0.01%
340
1971
$25.3K ﹤0.01%
1,034
-24,160
1972
$25.2K ﹤0.01%
1,052
1973
$25.1K ﹤0.01%
1,078
+920
1974
$25K ﹤0.01%
1,372
-7
1975
$25K ﹤0.01%
1,347
-34
77 78
79
80 81