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
2376
$9.76K ﹤0.01%
+200
2377
$9.75K ﹤0.01%
134
2378
$9.75K ﹤0.01%
158
2379
$9.73K ﹤0.01%
431
+92
2380
$9.65K ﹤0.01%
421
+4
2381
$9.59K ﹤0.01%
124
+22
2382
$9.57K ﹤0.01%
622
+181
2383
$9.49K ﹤0.01%
126
+90
2384
$9.39K ﹤0.01%
92
+4
2385
$9.39K ﹤0.01%
211
-412
2386
$9.36K ﹤0.01%
99
-151
2387
$9.34K ﹤0.01%
85
+10
2388
$9.32K ﹤0.01%
+112
2389
$9.3K ﹤0.01%
482
2390
$9.29K ﹤0.01%
689
+420
2391
$9.28K ﹤0.01%
229
+160
2392
$9.27K ﹤0.01%
293
-63
2393
$9.26K ﹤0.01%
1,260
+69
2394
$9.25K ﹤0.01%
311
-184
2395
$9.24K ﹤0.01%
+293
2396
$9.23K ﹤0.01%
147
+11
2397
$9.22K ﹤0.01%
219
+194
2398
$9.21K ﹤0.01%
366
-16
2399
$9.17K ﹤0.01%
191
2400
$9.17K ﹤0.01%
2,364
94 95
96
97 98