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
2051
$21.1K ﹤0.01%
403
+170
2052
$21K ﹤0.01%
742
+724
2053
$21K ﹤0.01%
161
-29
2054
$20.9K ﹤0.01%
688
-258
2055
$20.8K ﹤0.01%
459
+303
2056
$20.8K ﹤0.01%
212
2057
$20.8K ﹤0.01%
287
-35
2058
$20.7K ﹤0.01%
501
2059
$20.6K ﹤0.01%
404
+103
2060
$20.6K ﹤0.01%
894
-7,906
2061
$20.5K ﹤0.01%
+87
2062
$20.5K ﹤0.01%
1,977
-6,998
2063
$20.4K ﹤0.01%
148
+71
2064
$20.4K ﹤0.01%
1,311
-2,048
2065
$20.3K ﹤0.01%
123
+80
2066
$20.3K ﹤0.01%
212
+14
2067
$20.2K ﹤0.01%
595
-131
2068
$20.2K ﹤0.01%
210
-179
2069
$20.1K ﹤0.01%
268
+87
2070
$20.1K ﹤0.01%
357
+25
2071
$20K ﹤0.01%
969
2072
$19.9K ﹤0.01%
253
-3
2073
$19.9K ﹤0.01%
541
+398
2074
$19.9K ﹤0.01%
1,500
2075
$19.9K ﹤0.01%
1,466
+341
81 82
83
84 85