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
2001
$23.8K ﹤0.01%
1,195
+713
2002
$23.7K ﹤0.01%
747
+160
2003
$23.7K ﹤0.01%
511
+5
2004
$23.7K ﹤0.01%
471
+446
2005
$23.5K ﹤0.01%
1,076
+925
2006
$23.5K ﹤0.01%
371
+341
2007
$23.5K ﹤0.01%
1,337
+415
2008
$23.4K ﹤0.01%
220
-601
2009
$23.3K ﹤0.01%
376
+104
2010
$23.3K ﹤0.01%
1,205
-5,012
2011
$23.3K ﹤0.01%
1,310
-180
2012
$23.2K ﹤0.01%
1,639
+1
2013
$23.1K ﹤0.01%
155
2014
$23.1K ﹤0.01%
1,247
-10
2015
$23.1K ﹤0.01%
1,730
+250
2016
$23K ﹤0.01%
877
-13
2017
$23K ﹤0.01%
349
+72
2018
$22.9K ﹤0.01%
343
+70
2019
$22.9K ﹤0.01%
825
-44
2020
$22.9K ﹤0.01%
198
-84
2021
$22.9K ﹤0.01%
577
-27
2022
$22.8K ﹤0.01%
476
+475
2023
$22.8K ﹤0.01%
+1,000
2024
$22.8K ﹤0.01%
7,311
+2,349
2025
$22.8K ﹤0.01%
529
+38
79 80
81
82 83