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
3326
$729 ﹤0.01%
32
3327
$727 ﹤0.01%
3
3328
$726 ﹤0.01%
+27
3329
$724 ﹤0.01%
216
-17
3330
$721 ﹤0.01%
19
+5
3331
$719 ﹤0.01%
100
-115
3332
$719 ﹤0.01%
+14
3333
$708 ﹤0.01%
30
3334
$708 ﹤0.01%
22
-594
3335
$706 ﹤0.01%
17
3336
$702 ﹤0.01%
20
3337
$701 ﹤0.01%
8
-11
3338
$699 ﹤0.01%
54
3339
$697 ﹤0.01%
37
3340
$688 ﹤0.01%
4
3341
$687 ﹤0.01%
71
-161
3342
$687 ﹤0.01%
41
-1,065
3343
$685 ﹤0.01%
+17
3344
$677 ﹤0.01%
68
-190
3345
$677 ﹤0.01%
52
+22
3346
$669 ﹤0.01%
100
3347
$668 ﹤0.01%
8
+2
3348
$668 ﹤0.01%
32
3349
$666 ﹤0.01%
22
3350
$665 ﹤0.01%
49
+2
132 133
134
135 136