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
3176
$1.21K ﹤0.01%
24
3177
$1.21K ﹤0.01%
10
3178
$1.2K ﹤0.01%
53
-305
3179
$1.2K ﹤0.01%
147
3180
$1.19K ﹤0.01%
48
+1
3181
$1.19K ﹤0.01%
295
+224
3182
$1.18K ﹤0.01%
99
3183
$1.18K ﹤0.01%
117
-29
3184
$1.18K ﹤0.01%
117
+25
3185
$1.17K ﹤0.01%
18
+5
3186
$1.17K ﹤0.01%
48
3187
$1.17K ﹤0.01%
43
-14
3188
$1.16K ﹤0.01%
38
-13
3189
$1.16K ﹤0.01%
52
3190
$1.16K ﹤0.01%
40
-42
3191
$1.16K ﹤0.01%
204
-260
3192
$1.16K ﹤0.01%
128
+8
3193
$1.16K ﹤0.01%
+194
3194
$1.15K ﹤0.01%
125
3195
$1.15K ﹤0.01%
40
+5
3196
$1.14K ﹤0.01%
51
3197
$1.14K ﹤0.01%
1,000
-100
3198
$1.14K ﹤0.01%
11
3199
$1.14K ﹤0.01%
45
-223
3200
$1.13K ﹤0.01%
35
126 127
128
129 130