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
2801
$3.33K ﹤0.01%
192
-11
2802
$3.33K ﹤0.01%
73
+33
2803
$3.32K ﹤0.01%
125
2804
$3.31K ﹤0.01%
132
-22
2805
$3.31K ﹤0.01%
45
2806
$3.31K ﹤0.01%
19
-3
2807
$3.3K ﹤0.01%
14
+9
2808
$3.29K ﹤0.01%
874
-2,500
2809
$3.29K ﹤0.01%
344
+137
2810
$3.28K ﹤0.01%
78
2811
$3.26K ﹤0.01%
82
+3
2812
$3.26K ﹤0.01%
30
+4
2813
$3.24K ﹤0.01%
+115
2814
$3.24K ﹤0.01%
108
+1
2815
$3.24K ﹤0.01%
205
-54
2816
$3.24K ﹤0.01%
52
2817
$3.23K ﹤0.01%
134
-175
2818
$3.23K ﹤0.01%
75,000
+50,000
2819
$3.18K ﹤0.01%
229
-10
2820
$3.18K ﹤0.01%
156
2821
$3.15K ﹤0.01%
44
+5
2822
$3.14K ﹤0.01%
102
+2
2823
$3.13K ﹤0.01%
461
+18
2824
$3.13K ﹤0.01%
107
+27
2825
$3.13K ﹤0.01%
+158
111 112
113
114 115