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
2151
$17.1K ﹤0.01%
549
+32
2152
$17.1K ﹤0.01%
730
+166
2153
$17.1K ﹤0.01%
943
+23
2154
$17.1K ﹤0.01%
3,100
2155
$17K ﹤0.01%
1,250
+54
2156
$17K ﹤0.01%
389
+34
2157
$17K ﹤0.01%
474
+221
2158
$17K ﹤0.01%
1,217
-167
2159
$16.9K ﹤0.01%
254
-245
2160
$16.9K ﹤0.01%
1,467
+266
2161
$16.8K ﹤0.01%
4,585
+118
2162
$16.7K ﹤0.01%
1,497
+7
2163
$16.6K ﹤0.01%
755
+38
2164
$16.6K ﹤0.01%
150
+14
2165
$16.5K ﹤0.01%
222
+1
2166
$16.5K ﹤0.01%
3,767
-1,479
2167
$16.4K ﹤0.01%
403
+388
2168
$16.4K ﹤0.01%
362
+79
2169
$16.3K ﹤0.01%
+1,627
2170
$16.3K ﹤0.01%
544
2171
$16.3K ﹤0.01%
516
+8
2172
$16.3K ﹤0.01%
486
+25
2173
$16.1K ﹤0.01%
391
+362
2174
$16.1K ﹤0.01%
2,170
2175
$16.1K ﹤0.01%
901
+69
85 86
87
88 89