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
2026
$22.8K ﹤0.01%
3,409
+1,123
2027
$22.7K ﹤0.01%
2,552
+2,368
2028
$22.7K ﹤0.01%
1,599
+238
2029
$22.7K ﹤0.01%
1,252
+267
2030
$22.6K ﹤0.01%
108
+5
2031
$22.6K ﹤0.01%
322
-8
2032
$22.6K ﹤0.01%
1,178
+326
2033
$22.5K ﹤0.01%
339
-13
2034
$22.4K ﹤0.01%
+634
2035
$22.4K ﹤0.01%
79
+12
2036
$22.4K ﹤0.01%
363
-1,182
2037
$22.4K ﹤0.01%
365
+33
2038
$22.4K ﹤0.01%
1,147
-57
2039
$22.3K ﹤0.01%
974
+938
2040
$22.3K ﹤0.01%
2,918
-4,462
2041
$22.2K ﹤0.01%
263
+102
2042
$21.8K ﹤0.01%
2,244
2043
$21.7K ﹤0.01%
252
+18
2044
$21.4K ﹤0.01%
811
+265
2045
$21.4K ﹤0.01%
419
+412
2046
$21.4K ﹤0.01%
2,649
-988
2047
$21.2K ﹤0.01%
257
+21
2048
$21.2K ﹤0.01%
6,544
+104
2049
$21.2K ﹤0.01%
73
+8
2050
$21.1K ﹤0.01%
562
+379
80 81
82
83 84