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
2451
$7.99K ﹤0.01%
430
+43
2452
$7.98K ﹤0.01%
183
-960
2453
$7.95K ﹤0.01%
172
2454
$7.94K ﹤0.01%
2,786
+2,330
2455
$7.93K ﹤0.01%
95
+4
2456
$7.85K ﹤0.01%
126
+2
2457
$7.84K ﹤0.01%
189
-32
2458
$7.83K ﹤0.01%
910
+104
2459
$7.83K ﹤0.01%
63
+3
2460
$7.81K ﹤0.01%
72
-11
2461
$7.8K ﹤0.01%
502
+42
2462
$7.79K ﹤0.01%
1,138
+68
2463
$7.75K ﹤0.01%
694
+34
2464
$7.71K ﹤0.01%
330
-814
2465
$7.69K ﹤0.01%
69
-4
2466
$7.68K ﹤0.01%
118
+8
2467
$7.67K ﹤0.01%
73
+7
2468
$7.63K ﹤0.01%
400
+200
2469
$7.57K ﹤0.01%
374
+15
2470
$7.56K ﹤0.01%
95
+23
2471
$7.55K ﹤0.01%
36
+10
2472
$7.55K ﹤0.01%
+124
2473
$7.51K ﹤0.01%
+344
2474
$7.5K ﹤0.01%
550
+130
2475
$7.49K ﹤0.01%
199
+28
97 98
99
100 101