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
2401
$9.15K ﹤0.01%
127
-23
2402
$9.08K ﹤0.01%
+248
2403
$9.01K ﹤0.01%
314
-23
2404
$8.98K ﹤0.01%
413
+393
2405
$8.94K ﹤0.01%
154
-1
2406
$8.93K ﹤0.01%
655
2407
$8.91K ﹤0.01%
547
2408
$8.9K ﹤0.01%
115
-4
2409
$8.9K ﹤0.01%
574
+257
2410
$8.88K ﹤0.01%
92
+18
2411
$8.87K ﹤0.01%
790
+555
2412
$8.8K ﹤0.01%
488
-200
2413
$8.79K ﹤0.01%
10,015
2414
$8.76K ﹤0.01%
64
+7
2415
$8.71K ﹤0.01%
185
+18
2416
$8.7K ﹤0.01%
+319
2417
$8.69K ﹤0.01%
425
+200
2418
$8.68K ﹤0.01%
614
-66
2419
$8.63K ﹤0.01%
409
+252
2420
$8.61K ﹤0.01%
185
-9
2421
$8.56K ﹤0.01%
703
-311
2422
$8.49K ﹤0.01%
51
+1
2423
$8.48K ﹤0.01%
66
+28
2424
$8.44K ﹤0.01%
239
+71
2425
$8.42K ﹤0.01%
141
-19
95 96
97
98 99