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
2351
$10.3K ﹤0.01%
210
+2
2352
$10.3K ﹤0.01%
269
-2,422
2353
$10.2K ﹤0.01%
583
+48
2354
$10.2K ﹤0.01%
480
+224
2355
$10.2K ﹤0.01%
+84
2356
$10.2K ﹤0.01%
683
+293
2357
$10.2K ﹤0.01%
+664
2358
$10.2K ﹤0.01%
316
-292
2359
$10.1K ﹤0.01%
700
2360
$10.1K ﹤0.01%
200
2361
$10.1K ﹤0.01%
376
+147
2362
$10.1K ﹤0.01%
563
+200
2363
$10.1K ﹤0.01%
390
+20
2364
$10.1K ﹤0.01%
135
+57
2365
$10K ﹤0.01%
75
+62
2366
$9.98K ﹤0.01%
704
2367
$9.96K ﹤0.01%
356
+170
2368
$9.95K ﹤0.01%
+193
2369
$9.92K ﹤0.01%
235
+7
2370
$9.91K ﹤0.01%
268
-1,274
2371
$9.84K ﹤0.01%
334
-144
2372
$9.83K ﹤0.01%
111
-277
2373
$9.83K ﹤0.01%
34
-49
2374
$9.83K ﹤0.01%
431
-25
2375
$9.83K ﹤0.01%
86
+9
93 94
95
96 97