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
2676
$4.63K ﹤0.01%
555
-69
2677
$4.63K ﹤0.01%
500
2678
$4.63K ﹤0.01%
234
+157
2679
$4.62K ﹤0.01%
180
-1,989
2680
$4.61K ﹤0.01%
100
2681
$4.59K ﹤0.01%
195
+187
2682
$4.57K ﹤0.01%
123
-13
2683
$4.54K ﹤0.01%
39
2684
$4.53K ﹤0.01%
113
-28
2685
$4.51K ﹤0.01%
82
+2
2686
$4.5K ﹤0.01%
51
-21
2687
$4.5K ﹤0.01%
120
2688
$4.47K ﹤0.01%
36
+2
2689
$4.45K ﹤0.01%
167
+48
2690
$4.45K ﹤0.01%
289
2691
$4.44K ﹤0.01%
43
-118
2692
$4.43K ﹤0.01%
297
+57
2693
$4.43K ﹤0.01%
301
-1
2694
$4.4K ﹤0.01%
113
2695
$4.36K ﹤0.01%
100
-145
2696
$4.35K ﹤0.01%
47
-10
2697
$4.32K ﹤0.01%
112
+45
2698
$4.32K ﹤0.01%
96
2699
$4.29K ﹤0.01%
154
+14
2700
$4.28K ﹤0.01%
80
+3
106 107
108
109 110