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
3951
$8 ﹤0.01%
1
3952
$8 ﹤0.01%
+1
3953
$8 ﹤0.01%
1
-18
3954
$7 ﹤0.01%
1
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3955
$7 ﹤0.01%
+1
3956
$7 ﹤0.01%
1
3957
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1
3958
$5 ﹤0.01%
+1
3959
$5 ﹤0.01%
1
-1
3960
$5 ﹤0.01%
1
3961
$5 ﹤0.01%
1
3962
$5 ﹤0.01%
+1
3963
$4 ﹤0.01%
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3964
$4 ﹤0.01%
1
3965
$4 ﹤0.01%
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3966
$3 ﹤0.01%
2
3967
$3 ﹤0.01%
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3968
$3 ﹤0.01%
+1
3969
– –
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3970
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3971
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1
3972
$2 ﹤0.01%
+1
3973
$2 ﹤0.01%
1
3974
– –
0
3975
– –
0
157 158
159
160 161