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
3051
$1.68K ﹤0.01%
243
+215
3052
$1.68K ﹤0.01%
99
3053
$1.68K ﹤0.01%
59
+15
3054
$1.68K ﹤0.01%
61
+9
3055
$1.67K ﹤0.01%
182
+57
3056
$1.67K ﹤0.01%
119
+29
3057
$1.65K ﹤0.01%
314
-328
3058
$1.65K ﹤0.01%
21
+14
3059
$1.65K ﹤0.01%
111
3060
$1.65K ﹤0.01%
292
+131
3061
$1.64K ﹤0.01%
116
+11
3062
$1.64K ﹤0.01%
+113
3063
$1.64K ﹤0.01%
98
+4
3064
$1.63K ﹤0.01%
429
-11
3065
$1.63K ﹤0.01%
70
+1
3066
$1.63K ﹤0.01%
36
3067
$1.62K ﹤0.01%
24
+4
3068
$1.61K ﹤0.01%
739
-556
3069
$1.61K ﹤0.01%
117
-35
3070
$1.61K ﹤0.01%
34
3071
$1.6K ﹤0.01%
75
3072
$1.59K ﹤0.01%
98
+2
3073
$1.59K ﹤0.01%
6
-26
3074
$1.59K ﹤0.01%
38
3075
$1.59K ﹤0.01%
88
+6
121 122
123
124 125