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
176
$2.51M 0.09%
50,095
+7,198
177
$2.46M 0.09%
8,746
-28
178
$2.46M 0.09%
48,341
+39,707
179
$2.44M 0.09%
83,867
+56,398
180
$2.44M 0.09%
25,448
+5,031
181
$2.42M 0.09%
47,498
+6,122
182
$2.42M 0.09%
53,857
+14,416
183
$2.41M 0.09%
109,343
+29,292
184
$2.37M 0.09%
3,824
+539
185
$2.36M 0.09%
20,714
+2,308
186
$2.31M 0.09%
10,461
+2,243
187
$2.31M 0.09%
38,811
+15,741
188
$2.3M 0.09%
4,462
-172
189
$2.25M 0.08%
85,749
+33,288
190
$2.24M 0.08%
76,489
-12,793
191
$2.23M 0.08%
49,312
+46,839
192
$2.23M 0.08%
17,384
-535
193
$2.21M 0.08%
2,333
+118
194
$2.21M 0.08%
8,166
+1,075
195
$2.18M 0.08%
12,544
-393
196
$2.15M 0.08%
41,572
+4,436
197
$2.14M 0.08%
13,971
+4,393
198
$2.12M 0.08%
32,190
+12,516
199
$2.05M 0.08%
21,918
+4,011
200
$2.05M 0.08%
39,182
+4,750
6 7
8
9 10