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
2426
$8.41K ﹤0.01%
855
+286
2427
$8.36K ﹤0.01%
418
-261
2428
$8.34K ﹤0.01%
325
+136
2429
$8.32K ﹤0.01%
2,010
2430
$8.32K ﹤0.01%
230
2431
$8.3K ﹤0.01%
313
+1
2432
$8.29K ﹤0.01%
1,167
2433
$8.28K ﹤0.01%
644
2434
$8.26K ﹤0.01%
204
-4
2435
$8.23K ﹤0.01%
433
2436
$8.2K ﹤0.01%
1,213
+615
2437
$8.2K ﹤0.01%
329
-94
2438
$8.19K ﹤0.01%
1,282
+718
2439
$8.19K ﹤0.01%
126
+119
2440
$8.17K ﹤0.01%
375
+6
2441
$8.16K ﹤0.01%
410
+200
2442
$8.15K ﹤0.01%
207
-247
2443
$8.14K ﹤0.01%
497
+4
2444
$8.13K ﹤0.01%
180
-1
2445
$8.1K ﹤0.01%
161
2446
$8.08K ﹤0.01%
188
+17
2447
$8.05K ﹤0.01%
1,437
-2
2448
$8.04K ﹤0.01%
361
2449
$8.04K ﹤0.01%
253
-106
2450
$8.02K ﹤0.01%
635
+17