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
2776
$3.62K ﹤0.01%
69
+22
2777
$3.61K ﹤0.01%
98
-10
2778
$3.61K ﹤0.01%
58
+34
2779
$3.6K ﹤0.01%
268
-11
2780
$3.6K ﹤0.01%
+166
2781
$3.59K ﹤0.01%
+200
2782
$3.57K ﹤0.01%
53
2783
$3.57K ﹤0.01%
132
+31
2784
$3.57K ﹤0.01%
49
2785
$3.55K ﹤0.01%
124
2786
$3.55K ﹤0.01%
61
2787
$3.53K ﹤0.01%
407
2788
$3.52K ﹤0.01%
272
-3
2789
$3.5K ﹤0.01%
508
-820
2790
$3.48K ﹤0.01%
138
-348
2791
$3.47K ﹤0.01%
137
+41
2792
$3.46K ﹤0.01%
45
+36
2793
$3.42K ﹤0.01%
31
2794
$3.4K ﹤0.01%
39
+2
2795
$3.39K ﹤0.01%
74
-149
2796
$3.38K ﹤0.01%
91
+81
2797
$3.38K ﹤0.01%
66
+12
2798
$3.37K ﹤0.01%
505
2799
$3.37K ﹤0.01%
15
+4
2800
$3.35K ﹤0.01%
+110
110 111
112
113 114