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
3576
$278 ﹤0.01%
3
-2
3577
$278 ﹤0.01%
16
-1
3578
$274 ﹤0.01%
20
-50
3579
$274 ﹤0.01%
2
3580
$270 ﹤0.01%
17
+4
3581
$269 ﹤0.01%
73
3582
$268 ﹤0.01%
15
3583
$266 ﹤0.01%
7
3584
$261 ﹤0.01%
+5
3585
$259 ﹤0.01%
+15
3586
$258 ﹤0.01%
7
-3
3587
$255 ﹤0.01%
11
-108
3588
$255 ﹤0.01%
20
3589
$254 ﹤0.01%
4
3590
$254 ﹤0.01%
+22
3591
$253 ﹤0.01%
46
3592
$252 ﹤0.01%
55
+52
3593
$250 ﹤0.01%
5
3594
$248 ﹤0.01%
24
+3
3595
$248 ﹤0.01%
38
3596
$246 ﹤0.01%
+5
3597
$245 ﹤0.01%
20
-9
3598
$245 ﹤0.01%
7
3599
$245 ﹤0.01%
45
3600
$244 ﹤0.01%
81
142 143
144
145 146