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
2251
$13.1K ﹤0.01%
1,696
+1,586
2252
$13.1K ﹤0.01%
1,557
+100
2253
$13.1K ﹤0.01%
1,142
-285
2254
$13.1K ﹤0.01%
227
+2
2255
$13.1K ﹤0.01%
1,043
+10
2256
$13K ﹤0.01%
593
-1
2257
$13K ﹤0.01%
1,019
-689
2258
$13K ﹤0.01%
263
2259
$12.9K ﹤0.01%
438
+422
2260
$12.9K ﹤0.01%
720
-60
2261
$12.9K ﹤0.01%
1,682
+341
2262
$12.9K ﹤0.01%
195
+70
2263
$12.8K ﹤0.01%
175
+26
2264
$12.8K ﹤0.01%
306
-5
2265
$12.7K ﹤0.01%
+227
2266
$12.7K ﹤0.01%
437
+77
2267
$12.7K ﹤0.01%
354
-20
2268
$12.6K ﹤0.01%
484
2269
$12.6K ﹤0.01%
1,625
+87
2270
$12.6K ﹤0.01%
+244
2271
$12.6K ﹤0.01%
1,174
+196
2272
$12.6K ﹤0.01%
93
+6
2273
$12.6K ﹤0.01%
471
2274
$12.5K ﹤0.01%
100
2275
$12.4K ﹤0.01%
518
-409
89 90
91
92 93