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
3001
$1.94K ﹤0.01%
+38
3002
$1.93K ﹤0.01%
52
+6
3003
$1.93K ﹤0.01%
104
3004
$1.93K ﹤0.01%
161
+23
3005
$1.92K ﹤0.01%
76
+16
3006
$1.91K ﹤0.01%
150
3007
$1.91K ﹤0.01%
330
3008
$1.9K ﹤0.01%
142
-358
3009
$1.9K ﹤0.01%
66
+2
3010
$1.89K ﹤0.01%
125
3011
$1.89K ﹤0.01%
50
-5
3012
$1.88K ﹤0.01%
102
-3
3013
$1.88K ﹤0.01%
150
3014
$1.88K ﹤0.01%
49
3015
$1.88K ﹤0.01%
106
+2
3016
$1.87K ﹤0.01%
618
-135
3017
$1.87K ﹤0.01%
134
3018
$1.86K ﹤0.01%
118
3019
$1.85K ﹤0.01%
20
-162
3020
$1.84K ﹤0.01%
105
+61
3021
$1.83K ﹤0.01%
657
+360
3022
$1.82K ﹤0.01%
55
-17
3023
$1.82K ﹤0.01%
52
3024
$1.82K ﹤0.01%
+72
3025
$1.82K ﹤0.01%
30
119 120
121
122 123