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
2226
$13.6K ﹤0.01%
1,448
+118
2227
$13.6K ﹤0.01%
+283
2228
$13.6K ﹤0.01%
121
+61
2229
$13.6K ﹤0.01%
811
-176
2230
$13.6K ﹤0.01%
437
2231
$13.6K ﹤0.01%
+1,100
2232
$13.5K ﹤0.01%
680
-480
2233
$13.5K ﹤0.01%
430
-205
2234
$13.5K ﹤0.01%
1,000
2235
$13.5K ﹤0.01%
200
2236
$13.5K ﹤0.01%
663
+620
2237
$13.3K ﹤0.01%
185
+80
2238
$13.3K ﹤0.01%
225
2239
$13.3K ﹤0.01%
1,248
2240
$13.3K ﹤0.01%
220
+106
2241
$13.3K ﹤0.01%
187
-137
2242
$13.3K ﹤0.01%
308
-25
2243
$13.3K ﹤0.01%
355
+177
2244
$13.3K ﹤0.01%
103
-370
2245
$13.2K ﹤0.01%
139
-1,166
2246
$13.2K ﹤0.01%
117
2247
$13.2K ﹤0.01%
+878
2248
$13.2K ﹤0.01%
2,823
+370
2249
$13.2K ﹤0.01%
126
+63
2250
$13.2K ﹤0.01%
78
+2
88 89
90
91 92