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
2301
$11.8K ﹤0.01%
110
2302
$11.8K ﹤0.01%
415
-30
2303
$11.7K ﹤0.01%
842
+80
2304
$11.7K ﹤0.01%
515
+500
2305
$11.7K ﹤0.01%
293
+159
2306
$11.6K ﹤0.01%
166
+13
2307
$11.5K ﹤0.01%
148
+17
2308
$11.5K ﹤0.01%
454
-12,516
2309
$11.4K ﹤0.01%
296
-24
2310
$11.4K ﹤0.01%
636
+349
2311
$11.4K ﹤0.01%
+823
2312
$11.4K ﹤0.01%
192
2313
$11.4K ﹤0.01%
107
+41
2314
$11.3K ﹤0.01%
238
2315
$11.3K ﹤0.01%
626
-23
2316
$11.3K ﹤0.01%
897
+40
2317
$11.2K ﹤0.01%
108
2318
$11.1K ﹤0.01%
688
+213
2319
$11.1K ﹤0.01%
3,000
2320
$11.1K ﹤0.01%
427
-1,491
2321
$11.1K ﹤0.01%
465
+239
2322
$11K ﹤0.01%
+435
2323
$11K ﹤0.01%
184
+20
2324
$11K ﹤0.01%
89
+4
2325
$11K ﹤0.01%
323
+3
91 92
93
94 95