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
2726
$4.05K ﹤0.01%
252
2727
$4.04K ﹤0.01%
85
+7
2728
$4.04K ﹤0.01%
38
+15
2729
$4.04K ﹤0.01%
140
+5
2730
$4.04K ﹤0.01%
54
+3
2731
$4.02K ﹤0.01%
48
2732
$4K ﹤0.01%
570
2733
$3.99K ﹤0.01%
134
+3
2734
$3.96K ﹤0.01%
102
-3
2735
$3.96K ﹤0.01%
234
+127
2736
$3.95K ﹤0.01%
112
2737
$3.93K ﹤0.01%
199
-57
2738
$3.9K ﹤0.01%
34
-25
2739
$3.9K ﹤0.01%
64
+15
2740
$3.9K ﹤0.01%
28
+6
2741
$3.89K ﹤0.01%
416
-6
2742
$3.89K ﹤0.01%
790
2743
$3.88K ﹤0.01%
183
+2
2744
$3.87K ﹤0.01%
397
+234
2745
$3.86K ﹤0.01%
386
+15
2746
$3.86K ﹤0.01%
105
-12
2747
$3.85K ﹤0.01%
11
-2
2748
$3.85K ﹤0.01%
791
+233
2749
$3.84K ﹤0.01%
110
+27
2750
$3.83K ﹤0.01%
1,073
+446
108 109
110
111 112