FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
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
+$20.3M
2
+$19.9M
3
+$18.1M
4
AAPL icon
Apple
AAPL
+$16.7M
5
MSFT icon
Microsoft
MSFT
+$14.7M

Top Sells

1
+$6.31M
2
+$4.25M
3
+$2M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.61M
5
NEE icon
NextEra Energy
NEE
+$1.48M

Sector Composition

1 Technology 13.17%
2 Financials 4.66%
3 Consumer Discretionary 3.53%
4 Healthcare 3.52%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$7.47K ﹤0.01%
149
+99
2477
$7.46K ﹤0.01%
150
2478
$7.46K ﹤0.01%
111
-9
2479
$7.43K ﹤0.01%
424
+7
2480
$7.42K ﹤0.01%
210
+3
2481
$7.38K ﹤0.01%
513
+130
2482
$7.37K ﹤0.01%
454
+12
2483
$7.36K ﹤0.01%
74
+6
2484
$7.36K ﹤0.01%
93
-7
2485
$7.35K ﹤0.01%
144
+9
2486
$7.34K ﹤0.01%
620
+80
2487
$7.34K ﹤0.01%
500
2488
$7.33K ﹤0.01%
1,279
+105
2489
$7.32K ﹤0.01%
+91
2490
$7.3K ﹤0.01%
159
-11,863
2491
$7.3K ﹤0.01%
648
+81
2492
$7.28K ﹤0.01%
310
+241
2493
$7.27K ﹤0.01%
347
-100
2494
$7.26K ﹤0.01%
261
2495
$7.26K ﹤0.01%
78
2496
$7.23K ﹤0.01%
353
+29
2497
$7.23K ﹤0.01%
69
+7
2498
$7.21K ﹤0.01%
115
+1
2499
$7.1K ﹤0.01%
1,443
-310
2500
$7.1K ﹤0.01%
212
+121
98 99
100
101 102