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
3676
$180 ﹤0.01%
15
-20
3677
$179 ﹤0.01%
183
+1
3678
$178 ﹤0.01%
+3
3679
$177 ﹤0.01%
100
-400
3680
$176 ﹤0.01%
25
3681
$174 ﹤0.01%
10
3682
$174 ﹤0.01%
3
+1
3683
$173 ﹤0.01%
14
3684
$172 ﹤0.01%
+22
3685
$171 ﹤0.01%
28
+18
3686
$170 ﹤0.01%
6
-7
3687
$165 ﹤0.01%
50
3688
$165 ﹤0.01%
3
+2
3689
$165 ﹤0.01%
18
-536
3690
$164 ﹤0.01%
+7
3691
$164 ﹤0.01%
30
3692
$164 ﹤0.01%
28
+24
3693
$161 ﹤0.01%
5
-157
3694
$159 ﹤0.01%
+3
3695
$159 ﹤0.01%
14
3696
$159 ﹤0.01%
5
3697
$159 ﹤0.01%
9
-38
3698
$159 ﹤0.01%
5
-6
3699
$156 ﹤0.01%
53
-1
3700
$154 ﹤0.01%
50
+12
146 147
148
149 150