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
3076
$1.58K ﹤0.01%
33
-5
3077
$1.58K ﹤0.01%
15
+2
3078
$1.57K ﹤0.01%
258
+130
3079
$1.57K ﹤0.01%
56
+31
3080
$1.57K ﹤0.01%
+20
3081
$1.57K ﹤0.01%
39
-97
3082
$1.56K ﹤0.01%
49
+11
3083
$1.55K ﹤0.01%
54
3084
$1.55K ﹤0.01%
31
3085
$1.55K ﹤0.01%
+42
3086
$1.55K ﹤0.01%
125
3087
$1.55K ﹤0.01%
32
3088
$1.55K ﹤0.01%
48
3089
$1.54K ﹤0.01%
49
+13
3090
$1.52K ﹤0.01%
104
3091
$1.51K ﹤0.01%
15
+8
3092
$1.51K ﹤0.01%
18
+1
3093
$1.51K ﹤0.01%
13
+1
3094
$1.51K ﹤0.01%
87
+3
3095
$1.51K ﹤0.01%
31
+1
3096
$1.5K ﹤0.01%
12
-13
3097
$1.5K ﹤0.01%
614
-149
3098
$1.5K ﹤0.01%
74
3099
$1.48K ﹤0.01%
+86
3100
$1.48K ﹤0.01%
101
-37
122 123
124
125 126