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
2126
$18.2K ﹤0.01%
+800
2127
$18.1K ﹤0.01%
257
+30
2128
$18K ﹤0.01%
896
+38
2129
$18K ﹤0.01%
387
+14
2130
$17.9K ﹤0.01%
1,840
2131
$17.9K ﹤0.01%
160
+57
2132
$17.9K ﹤0.01%
880
+516
2133
$17.8K ﹤0.01%
109
+7
2134
$17.8K ﹤0.01%
475
2135
$17.7K ﹤0.01%
118
+21
2136
$17.7K ﹤0.01%
329
+18
2137
$17.7K ﹤0.01%
11,849
2138
$17.6K ﹤0.01%
+634
2139
$17.6K ﹤0.01%
+135
2140
$17.6K ﹤0.01%
1,551
-1,034
2141
$17.5K ﹤0.01%
1,533
2142
$17.5K ﹤0.01%
+2,500
2143
$17.4K ﹤0.01%
66
+8
2144
$17.4K ﹤0.01%
186
-91
2145
$17.3K ﹤0.01%
89
+6
2146
$17.2K ﹤0.01%
172
-154
2147
$17.2K ﹤0.01%
100
+50
2148
$17.2K ﹤0.01%
202
+91
2149
$17.1K ﹤0.01%
729
+16
2150
$17.1K ﹤0.01%
650
-2,866
84 85
86
87 88