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
1976
$24.9K ﹤0.01%
247
+114
1977
$24.9K ﹤0.01%
143
-57
1978
$24.9K ﹤0.01%
621
+58
1979
$24.8K ﹤0.01%
1,991
+6
1980
$24.8K ﹤0.01%
186
+43
1981
$24.7K ﹤0.01%
273
+90
1982
$24.7K ﹤0.01%
+2,315
1983
$24.6K ﹤0.01%
+4,049
1984
$24.6K ﹤0.01%
+968
1985
$24.6K ﹤0.01%
1,250
1986
$24.6K ﹤0.01%
2,454
+626
1987
$24.5K ﹤0.01%
295
-1,737
1988
$24.5K ﹤0.01%
613
-9
1989
$24.5K ﹤0.01%
243
+10
1990
$24.3K ﹤0.01%
2,355
+1,185
1991
$24.3K ﹤0.01%
2,554
1992
$24.2K ﹤0.01%
98
+19
1993
$24.1K ﹤0.01%
256
+65
1994
$24.1K ﹤0.01%
195
-6
1995
$24K ﹤0.01%
624
+355
1996
$24K ﹤0.01%
1,111
+171
1997
$24K ﹤0.01%
6,044
1998
$24K ﹤0.01%
293
+237
1999
$23.8K ﹤0.01%
1,061
-155
2000
$23.8K ﹤0.01%
488
78 79
80
81 82