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
2851
$2.91K ﹤0.01%
41
+14
2852
$2.9K ﹤0.01%
327
-214
2853
$2.9K ﹤0.01%
87
-98
2854
$2.89K ﹤0.01%
138
2855
$2.89K ﹤0.01%
36
+1
2856
$2.89K ﹤0.01%
28
+4
2857
$2.88K ﹤0.01%
145
+62
2858
$2.87K ﹤0.01%
147
2859
$2.84K ﹤0.01%
37
+7
2860
$2.84K ﹤0.01%
59
2861
$2.84K ﹤0.01%
87
+52
2862
$2.83K ﹤0.01%
50
+10
2863
$2.83K ﹤0.01%
144
-17
2864
$2.83K ﹤0.01%
99
2865
$2.82K ﹤0.01%
44
+10
2866
$2.82K ﹤0.01%
+100
2867
$2.82K ﹤0.01%
40
2868
$2.81K ﹤0.01%
114
2869
$2.79K ﹤0.01%
303
-15
2870
$2.77K ﹤0.01%
14
+3
2871
$2.77K ﹤0.01%
146
+100
2872
$2.76K ﹤0.01%
40
2873
$2.73K ﹤0.01%
37
+2
2874
$2.72K ﹤0.01%
131
+15
2875
$2.72K ﹤0.01%
180
+1
113 114
115
116 117