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
3601
$243 ﹤0.01%
15
-35
3602
$242 ﹤0.01%
15
-3
3603
$241 ﹤0.01%
53
3604
$240 ﹤0.01%
5
+1
3605
$239 ﹤0.01%
6
+1
3606
$239 ﹤0.01%
64
3607
$238 ﹤0.01%
37
3608
$235 ﹤0.01%
33
3609
$235 ﹤0.01%
10
3610
$234 ﹤0.01%
5
+2
3611
$234 ﹤0.01%
15
+10
3612
$234 ﹤0.01%
6
3613
$232 ﹤0.01%
7
+1
3614
$231 ﹤0.01%
12
3615
$231 ﹤0.01%
35
3616
$230 ﹤0.01%
40
3617
$230 ﹤0.01%
9
3618
$230 ﹤0.01%
4
+3
3619
$229 ﹤0.01%
+113
3620
$229 ﹤0.01%
13
3621
$229 ﹤0.01%
80
-93
3622
$228 ﹤0.01%
8
+6
3623
$228 ﹤0.01%
50
3624
$228 ﹤0.01%
29
+4
3625
$227 ﹤0.01%
40
143 144
145
146 147