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
3901
$30 ﹤0.01%
31
-20,000
3902
$29 ﹤0.01%
+1
3903
$29 ﹤0.01%
1
3904
$28 ﹤0.01%
1
-5
3905
$28 ﹤0.01%
+1
3906
$27 ﹤0.01%
+2
3907
$26 ﹤0.01%
+2
3908
$26 ﹤0.01%
1
3909
$25 ﹤0.01%
+2
3910
$25 ﹤0.01%
1
3911
$25 ﹤0.01%
2
3912
$23 ﹤0.01%
1
3913
$23 ﹤0.01%
25
3914
$22 ﹤0.01%
2
3915
$22 ﹤0.01%
+1
3916
$21 ﹤0.01%
1
3917
$21 ﹤0.01%
4
-617
3918
$20 ﹤0.01%
1
3919
$20 ﹤0.01%
5
3920
$19 ﹤0.01%
1
3921
$19 ﹤0.01%
483
3922
$18 ﹤0.01%
45
-50
3923
– –
0
3924
– –
0
3925
$17 ﹤0.01%
1
155 156
157
158 159