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
2326
$11K ﹤0.01%
163
+2
2327
$10.8K ﹤0.01%
195
2328
$10.8K ﹤0.01%
+257
2329
$10.8K ﹤0.01%
468
+180
2330
$10.8K ﹤0.01%
+667
2331
$10.8K ﹤0.01%
59
-4
2332
$10.7K ﹤0.01%
+118
2333
$10.7K ﹤0.01%
610
-2
2334
$10.7K ﹤0.01%
427
+16
2335
$10.7K ﹤0.01%
51
-5
2336
$10.7K ﹤0.01%
615
+95
2337
$10.6K ﹤0.01%
427
-19,853
2338
$10.6K ﹤0.01%
64
+10
2339
$10.6K ﹤0.01%
651
2340
$10.5K ﹤0.01%
775
+296
2341
$10.5K ﹤0.01%
207
+5
2342
$10.5K ﹤0.01%
1,065
+1,051
2343
$10.5K ﹤0.01%
550
2344
$10.5K ﹤0.01%
337
+126
2345
$10.5K ﹤0.01%
144
+28
2346
$10.5K ﹤0.01%
603
+11
2347
$10.4K ﹤0.01%
+110
2348
$10.4K ﹤0.01%
151
+58
2349
$10.4K ﹤0.01%
619
2350
$10.3K ﹤0.01%
519
92 93
94
95 96