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
3876
$40 ﹤0.01%
10
3877
$40 ﹤0.01%
6
+4
3878
$39 ﹤0.01%
+2
3879
$39 ﹤0.01%
+1
3880
$39 ﹤0.01%
5
3881
$39 ﹤0.01%
10
-17
3882
$38 ﹤0.01%
13
3883
$38 ﹤0.01%
5
-159
3884
$37 ﹤0.01%
10
3885
$36 ﹤0.01%
11
3886
$35 ﹤0.01%
+3
3887
$34 ﹤0.01%
8
3888
$34 ﹤0.01%
4
3889
$34 ﹤0.01%
+10
3890
$33 ﹤0.01%
73
3891
$33 ﹤0.01%
1
3892
$31 ﹤0.01%
2
3893
$31 ﹤0.01%
2
3894
$31 ﹤0.01%
1
3895
$31 ﹤0.01%
1
3896
$31 ﹤0.01%
+1
3897
$31 ﹤0.01%
+1
3898
$31 ﹤0.01%
10
3899
$30 ﹤0.01%
11
3900
$30 ﹤0.01%
1
154 155
156
157 158