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
3151
$1.32K ﹤0.01%
35
3152
$1.29K ﹤0.01%
21
3153
$1.29K ﹤0.01%
136
+11
3154
$1.29K ﹤0.01%
91
+50
3155
$1.29K ﹤0.01%
93
-500
3156
$1.28K ﹤0.01%
52
-25
3157
$1.28K ﹤0.01%
31
-11
3158
$1.27K ﹤0.01%
69
-11,397
3159
$1.27K ﹤0.01%
63
-5
3160
$1.27K ﹤0.01%
135
3161
$1.26K ﹤0.01%
725
3162
$1.26K ﹤0.01%
34
+2
3163
$1.26K ﹤0.01%
21
+1
3164
$1.25K ﹤0.01%
182
+30
3165
$1.24K ﹤0.01%
79
+46
3166
$1.23K ﹤0.01%
17
3167
$1.23K ﹤0.01%
+52
3168
$1.22K ﹤0.01%
87
-2
3169
$1.22K ﹤0.01%
21
+15
3170
$1.22K ﹤0.01%
176
+6
3171
$1.22K ﹤0.01%
5
3172
$1.22K ﹤0.01%
28
3173
$1.21K ﹤0.01%
43
3174
$1.21K ﹤0.01%
62
+7
3175
$1.21K ﹤0.01%
111
+1
125 126
127
128 129