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
2276
$12.4K ﹤0.01%
64
+11
2277
$12.4K ﹤0.01%
407
+377
2278
$12.4K ﹤0.01%
425
2279
$12.4K ﹤0.01%
406
+159
2280
$12.3K ﹤0.01%
1,735
+550
2281
$12.3K ﹤0.01%
286
-21
2282
$12.3K ﹤0.01%
307
-209
2283
$12.3K ﹤0.01%
174
+30
2284
$12.3K ﹤0.01%
32
-36
2285
$12.2K ﹤0.01%
+320
2286
$12.2K ﹤0.01%
295
2287
$12.2K ﹤0.01%
2,338
+298
2288
$12.1K ﹤0.01%
+233
2289
$12.1K ﹤0.01%
91
+3
2290
$12.1K ﹤0.01%
595
-938
2291
$12.1K ﹤0.01%
671
+106
2292
$12.1K ﹤0.01%
635
+464
2293
$12K ﹤0.01%
+578
2294
$12K ﹤0.01%
148
+11
2295
$12K ﹤0.01%
1,156
+214
2296
$11.9K ﹤0.01%
279
+114
2297
$11.9K ﹤0.01%
258
-2,479
2298
$11.8K ﹤0.01%
416
+3
2299
$11.8K ﹤0.01%
294
-404
2300
$11.8K ﹤0.01%
91
+1
90 91
92
93 94