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
201
$2.04M 0.08%
20,271
-7,343
202
$2.03M 0.08%
14,484
-10
203
$2.03M 0.08%
+73,513
204
$2.02M 0.08%
478
+26
205
$2.01M 0.08%
31,721
+7,251
206
$2.01M 0.08%
6,389
+1,287
207
$2M 0.08%
28,345
+5,171
208
$2M 0.08%
9,688
+984
209
$2M 0.07%
22,128
+9,222
210
$1.99M 0.07%
38,958
+11,101
211
$1.98M 0.07%
36,601
+20
212
$1.97M 0.07%
60,495
+48,659
213
$1.95M 0.07%
16,548
+389
214
$1.91M 0.07%
3,250
+973
215
$1.9M 0.07%
6,841
-209
216
$1.89M 0.07%
23,725
-5,132
217
$1.88M 0.07%
60,900
+21,836
218
$1.84M 0.07%
+120,260
219
$1.83M 0.07%
3,291
-85
220
$1.82M 0.07%
39,794
+245
221
$1.8M 0.07%
19,719
-4,423
222
$1.8M 0.07%
61,109
+23,211
223
$1.8M 0.07%
94,819
-19,665
224
$1.79M 0.07%
42,810
+3,539
225
$1.77M 0.07%
27,350
+751
7 8
9
10 11