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
2201
$14.7K ﹤0.01%
1,063
2202
$14.6K ﹤0.01%
135
2203
$14.6K ﹤0.01%
1,555
+271
2204
$14.5K ﹤0.01%
1,293
-2
2205
$14.4K ﹤0.01%
581
+11
2206
$14.4K ﹤0.01%
749
-23
2207
$14.3K ﹤0.01%
304
+60
2208
$14.2K ﹤0.01%
132
+12
2209
$14.1K ﹤0.01%
238
+16
2210
$14.1K ﹤0.01%
617
+15
2211
$14.1K ﹤0.01%
527
+288
2212
$14.1K ﹤0.01%
2,029
+1,000
2213
$14K ﹤0.01%
630
+207
2214
$14K ﹤0.01%
400
-300
2215
$14K ﹤0.01%
312
+68
2216
$14K ﹤0.01%
621
-193
2217
$14K ﹤0.01%
364
+13
2218
$14K ﹤0.01%
390
+8
2219
$13.9K ﹤0.01%
443
+266
2220
$13.8K ﹤0.01%
234
+129
2221
$13.7K ﹤0.01%
377
+27
2222
$13.7K ﹤0.01%
133
+2
2223
$13.7K ﹤0.01%
260
-36
2224
$13.7K ﹤0.01%
667
+598
2225
$13.7K ﹤0.01%
121
+46
87 88
89
90 91