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 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3526
$330 ﹤0.01%
19
3527
$329 ﹤0.01%
150
3528
$328 ﹤0.01%
107
-400
3529
$327 ﹤0.01%
7
+2
3530
$326 ﹤0.01%
+9
3531
$325 ﹤0.01%
30
3532
$324 ﹤0.01%
20
-15
3533
$322 ﹤0.01%
+7
3534
$321 ﹤0.01%
+1
3535
$320 ﹤0.01%
10
3536
$319 ﹤0.01%
9
3537
$318 ﹤0.01%
+3
3538
$317 ﹤0.01%
12
+2
3539
$317 ﹤0.01%
12
3540
$315 ﹤0.01%
14
+5
3541
$314 ﹤0.01%
18
3542
$312 ﹤0.01%
9
+3
3543
$311 ﹤0.01%
+100
3544
$311 ﹤0.01%
45
3545
$311 ﹤0.01%
35
3546
$307 ﹤0.01%
+18
3547
$306 ﹤0.01%
7
3548
$305 ﹤0.01%
+21
3549
$302 ﹤0.01%
95
-5
3550
$302 ﹤0.01%
33
140 141
142
143 144