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
2101
$19.2K ﹤0.01%
96
-4
2102
$19.2K ﹤0.01%
242
2103
$19.1K ﹤0.01%
542
+533
2104
$19K ﹤0.01%
104
-13
2105
$19K ﹤0.01%
+930
2106
$19K ﹤0.01%
1,132
-697
2107
$18.9K ﹤0.01%
331
+259
2108
$18.9K ﹤0.01%
426
-1,319
2109
$18.9K ﹤0.01%
840
-250
2110
$18.9K ﹤0.01%
428
+18
2111
$18.8K ﹤0.01%
196
+12
2112
$18.8K ﹤0.01%
+1,813
2113
$18.8K ﹤0.01%
+1,614
2114
$18.8K ﹤0.01%
818
+432
2115
$18.5K ﹤0.01%
353
+256
2116
$18.5K ﹤0.01%
+426
2117
$18.4K ﹤0.01%
83
+76
2118
$18.4K ﹤0.01%
234
2119
$18.3K ﹤0.01%
296
+2
2120
$18.3K ﹤0.01%
273
-34
2121
$18.3K ﹤0.01%
227
+8
2122
$18.2K ﹤0.01%
412
+1
2123
$18.2K ﹤0.01%
412
2124
$18.2K ﹤0.01%
378
-82
2125
$18.2K ﹤0.01%
398
+25
83 84
85
86 87