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
2951
$2.28K ﹤0.01%
572
2952
$2.28K ﹤0.01%
+564
2953
$2.28K ﹤0.01%
345
-577
2954
$2.27K ﹤0.01%
25
+3
2955
$2.26K ﹤0.01%
55
-9
2956
$2.25K ﹤0.01%
296
2957
$2.24K ﹤0.01%
167
2958
$2.22K ﹤0.01%
88
2959
$2.21K ﹤0.01%
+43
2960
$2.21K ﹤0.01%
90
-48
2961
$2.19K ﹤0.01%
130
-15
2962
$2.19K ﹤0.01%
124
2963
$2.19K ﹤0.01%
139
+2
2964
$2.18K ﹤0.01%
895
+343
2965
$2.18K ﹤0.01%
42
2966
$2.18K ﹤0.01%
129
-31
2967
$2.17K ﹤0.01%
70
2968
$2.17K ﹤0.01%
43
2969
$2.15K ﹤0.01%
537
-121
2970
$2.14K ﹤0.01%
159
2971
$2.13K ﹤0.01%
131
+100
2972
$2.1K ﹤0.01%
23
+8
2973
$2.1K ﹤0.01%
160
+50
2974
$2.1K ﹤0.01%
50
2975
$2.09K ﹤0.01%
439
-1
117 118
119
120 121